As widely expected, the Fed cut its policy rate by 25 bps. While the economy remains strong – a point Powell made several times during the Q&A – the Fed Chair argued that the labour market has cooled enough to get the point it is “now less...

The prospect of lower taxes and less regulation during the upcoming presidency of Donald Trump will support US stocks, while stocks in Europe and emerging markets will struggle, says US asset manager MFS in a response to the outcome. MFS also pr...

By Johan Van Geeteruyen, CIO Fundamental Equity at DPAM As a second Trump term approaches, financial markets, investors, and policymakers are closely analysing its impact on the economy, monetary policy, and specific sectors. The legacy of Tru...

Please find below market commentary from Columbia Threadneedle Investments following the U.S. Presidential Election result today: MACRO: William Davies, Chief Investment Officer, commented: “President Trump’s victory has surprised some, but...

The State of play ahead of the US elections We do not think the release of the employment report for October last Friday changes the overall picture of the US economy. Job creation stalled, but the strike at Boeing combined with the hur...

By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management The US Federal Reserve (Fed) will hold its upcoming monetary policy meeting amidst an uncertain electoral climate. The 25-basis-point rate cut (bps) seems almost cert...