fed

Macroeconomic and financial scenarios. The perspective of Andrea Campisi, Senior Investment Manager at Pictet Asset Management

Kevin Warsh distinguished himself from the outset with a rigorous stance in his first press conference as chairman of the Federal Reserve (Fed). The comment by Sonal Desai, Chief Investment Officer of Franklin Templeton Fixed Income.

It is unlikely that central banks will raise rates as much as the markets suggest. Analysis by Benjamin Jones, Global Head of Research at Invesco

With Kevin Warsh at the helm of the Federal Reserve, the era of forward guidance seems to be giving way to more restrained communication. Political tensions, price increases due to conflicts, and the possibility of a new 3% inflation target are changing the framework. Analysis by Carlo Benetti, Market Specialist at GAM.

Powell out, Warsh in. Martina Daga’s perspective, Macro Economist at AcomeA SGR.

A hawkish committee, a reformist chairman – Warsh’s first Fed meeting. Analysis by Tiffany Wilding, Pimco economist.

The Fed’s composure was expected. The perspective of Richard Flax, Chief Investment Officer of Moneyfarm.

Fed’s Warsh will avoid providing explicit forward guidance. The most interesting question is how inclined he will be to teamwork and to what extent his statements in the press conference will reflect the committee’s views rather than his own. Analysis by Raphael Olszyna-Marzys, International Economist at J. Safra Sarasin.

What markets expect from Warsh at the Fed. Analysis by Flavio Carpenzano, Asset Class Lead Fixed Income, Europe and Asia at Capital Group

ECB towards 4 rate hikes if inflation reaches 4%. Here’s why. Analysis by Mauro Valle, Head of Fixed Income at Generali Asset Management.

Kevin Warsh’s Fed might focus on stricter rules, less guidance to the markets, and a gradual balance sheet reduction, while high inflation and geopolitical tensions complicate the U.S. macroeconomic landscape. Analysis by Richard Clarida, Global Economic Advisor at Pimco.

The impact of the energy shock and inflation on the US economy and the challenges faced by the new Fed chairman, Kevin Warsh. Analysis by George Brown, Senior Economist, Schroders.

Present and future of interest rates in the United States and the Eurozone. Analysis by Mauro Valle, Head of Fixed Income at Generali Asset Management

What are the effects of Trump on the American economy? An in-depth analysis by The Economist weekly magazine.

Challenges and scenarios for Warsh at the Fed. The Wall Street Journal analysis taken from Liturri’s review

The main factors that will influence global markets. Analysis by Daniel Zanin, CFA – Analyst, Investment Research, Invesco

What will change and what will not change at the Fed with Warsh. An in-depth analysis from the Washington Post taken from Liturri’s review.

The Fed remains on hold amid conflicting risks. Scenarios with Warsh. Analysis by Tiffany Wilding, economist at Pimco.

Fed’s more hawkish shift will complicate Warsh’s start. Commentary by Paolo Zanghieri, senior economist at Generali Investments.

Italy and the Eurozone are facing moderate growth and inflation risk following the Iranian crisis, with central banks, including the ECB and the Fed, adopting a wait-and-see approach on interest rates, leaning towards maintaining the status quo in the short term. Analysis by Intermonte’s Advisory & Management Team, with a weekly view on key global issues and financial market trends.

What will happen to the Fed’s balance sheet. Analysis by Tiffany Wilding, Economist at Pimco

Fed on hold amid persistent inflation and geopolitical uncertainty. Analysis by Martin van Vliet, Global Macro team at Robeco

The context favors a gradual and cautious easing cycle towards the neutral rate estimated by the Fed, just above 3%. The analysis by Tiffany Wilding, economist at Pimco, and Graeme Westwood, economist at Pimco.

The Fed raises growth forecasts but keeps rates unchanged. Analysis by Paolo Zanghieri, Senior Economist at Generali Investments.