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October 2017

Opinion Who will by the next Chair of the US Federal Reserve?

President Trump has signalled he is close to announcing his choice of the next Fed Chairman, from a shortlist of five candidates.

September 2017

Opinion President Trump’s Pick for Fed Chair

With Janet Yellen’s term ending in February 2018, the sweepstakes for Federal Reserve (Fed) Chair is heating up. Media stories about who is favored are appearing with increasing frequency and attracting a lot of attention. Potential candidates are trying to raise their (...)

August 2017

Opinion Do the Lessons from 2013’s Taper Tantrum Apply to Today’s Bond Markets?

Short-Term Mispricing of Fed’s Intentions Unlikely to Be As Serious, This Time, Western Asset Predicts

August 2017

Opinion Central banks: from doves to hawks?

In the US, the UK, Sweden and Canada, central bankers have taken on board an economic situation that is coming close to full employment, with a risk of overheating not of inflation, but rather of private debt and asset prices (real estate, (...)

July 2017

Opinion The case for Japanese equities

We see further strength in Japanese equities after their recent rally, given an encouraging earnings outlook, relatively low valuations and a stable yen under Japan’s ultra-easy monetary policy.

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