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Economy
Think Ahead: Why Central Banks Can’t Agree
After the Bank of England’s unprecedented split vote this week, James Smith asks: why can’t central banks just make their minds up on ?…
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Speech by Vice Chair for Supervision Bowman on the economic outlook and community banking
Thank you for inviting me to speak to you today.1 It is wonderful to join…
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Why America Is Suddenly Slowing Down on Electric Vehicles
Electric vehicles were surging, until Washington abruptly hit the brakes. Now the US faces a precipice in its adoption curve. Will it…
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Apple: Is The $100 Billion Deal Really A Smart Move?
Apple: Is The $100 Billion Deal Really A Smart Move?
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A Triple Tail in the US: Bond Auctions Flash Curve Warning
Three tailed US auctions in a row now, and a 2bp tail on the 30yr is a big price miss - a message that the US curve should be higher and…
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Apple: Pawn In The Trade War, But Playing The Board Wisely
Apple: Pawn In The Trade War, But Playing The Board Wisely
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Bank of England’s QT Tweaks Can’t Solve Structural Problems
Sterling markets remain sensitive to US dynamics and risk pricing in a too dovish path of easing by the Bank of England. Any tweaks to…
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Fed Set to Move Faster to Stave Off Recession Risk
We’re changing our call on the Fed. The pressure to is intensifying as the US jobs market and the growth story are no longer looking…
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PMIs Divergence Raises Questions About US Economic Resilience
PMIs Divergence Raises Questions About US Economic Resilience
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