Stephen Miller on the Fed, the RBA and the BoE

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FOMC announces taper Fed Chair “patient” on policy rate increase but will act if necessary. Inflation still “largely” seen as transitory but the FOMC Statement indicates less certainty on that.

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Learning to love Janet Yellen

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Principal Global Investors Chief Global Economist, Bob Baur, comments on U.S. monetary policy, China’s latest trade data and the synchronised global upturn. In a recent Wall Street Journal interview, President

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PIMCO names former Fed Chairman Ben Bernanke to serve as senior advisor

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PIMCO, a leading global investment management firm, announced that Dr. Ben Bernanke, former Chairman of the Federal Reserve, will serve as a senior advisor to the firm, contributing his economic

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The Federal Reserve is many things

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Ben Bernanke on January 28 and 29 presided over his last policy-setting meeting as chairman of the Federal Reserve, before leaving the central bank two days later. As expected, the

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Why the Fed’s QE is likely to end well

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Stan Druckenmiller, a star US hedge-fund manager, slams the Federal Reserve for “running the most inappropriate monetary policy in history”. But what seems to scare investors more is the prospect

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Investing in an (Un)stable Disequilibrium: Which Way Is Up?

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Ever since the U.S. Federal Reserve (Fed) Chairman Ben Bernanke’s “tapering” speech on 19 June at a press conference in Washington, D.C., which fueled investor anxiety regarding the future course

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Portfolio allocation still a tough call for investors

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Rapidly changing market environment makes passive asset management a risky business – investors need to stay alert and actively manage their portfolios We’re more than half way through 2013 and

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‘Creeping slowdown’ in US, China to hit Australia

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The creeping slowdown in both the US and China has broad ramifications for Australia and global equity markets, a leading fund manager warns. Australian Ethical international equities portfolio manager Nathan

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Fidelity: Thoughts on the Fed’s QE exit

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We have known for some time that Ben Bernanke has worried about the build-up of risks stemming from investors’ reach for yield which has ultimately stemmed from the Fed’s highly

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