CPD: The year ahead for fixed income markets

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The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in

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Jerome Powell a “continuity candidate”, says Principal Global Investors 

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Meet the new boss “Two days after the actual Federal Open Market Committee (FOMC) meeting, President Trump officially nominated Jerome Powell to be the new Fed chair, replacing Janet Yellen

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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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Markets continue to believe in Trump now the shock has receded

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Markets appear to have settled in the belief that Trump will be positive for US businesses, says Instreet managing director George Lucas. “Sectors such as construction and banks have done

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The Fed: Silent on September

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When Fed Chair Janet Yellen spoke in Cambridge, Mass. on 27 May, she outlined conditions to justify a rate hike: “The economy is continuing to improve … growth looks to be

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Weekly market update – week ending 25 September, 2015

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Investment markets and key developments over the past week It’s been another volatile week in financial markets with most share markets (except Chinese shares) dragged lower as global growth worries

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Why the US gilded age is poised to last

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Some may be surprised that US stocks took just over 5 ½ years to regain previous highs after the so-called Great Recession compared with the 25 years it took the

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Weekly market & economic update – week ending 11 July, 2014

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Investment markets and key developments over the past week Share markets retreated over the last week on worries that problems at some European banks might spark a return of its

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Weekly market & economic update – week ending 21 March, 2014

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Investment markets and key developments over the past week The past week has seen worries about Ukraine fade but concerns the Fed will raise rates earlier than expected take centre

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The Week Ahead, 17 February, 2014

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Events in the Crimea are expected to keep driving volatility across financial markets in the coming week The mid‑week US FOMC meeting, chaired by Janet Yellen, is likely to announce

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