Kristina Hooper assesses where the U.S. Federal Reserve appears to be making progress toward some of its goals and which issues are beyond the reach of central bank intervention.
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Markets are confused about how aggressive the Fed may get this year, so we’ve seen the ugly month of April continue into May. But Kristina Hooper believes there’s light at the end of the tunnel.
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Kristina Hooper looks back at five issues that pressured markets in April and explores the “glass half full” moments she sees in each one.
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Global growth expectations take a fall, Macron secures victory in France, and the U.S. Federal Reserve spooks markets with talks of half-point interest rate hikes at the next several meetings. Kristina Hooper discusses these three key issues.
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I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favourite Grateful Dead songs, “What a long strange trip it’s been.” The last year hasn’t really been that long — but it’s certainly been strange. Below I tackle a few questions I’m hearing from clients who are trying to put today’s events into perspective.
Comments Off on Market FAQ: Inflation, monetary policy, earnings and more
Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.
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The world is opening up in many places, and I have had the good fortune of more travel and interaction with clients. One of the questions I get is about which metrics I like to follow most closely. I have a very long list, but below are a few that I think are particularly relevant right now.
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From the U.S. Treasury yield curve, to stock market volatility, to China’s COVID response – I’m getting a lot of questions from clients about what conclusions we can draw from the daily deluge of data that investors have to contend with. This week, I address the latest inquiries.
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The U.S. Federal Reserve’s “dot plot” has become more aggressive on rate hikes, but will its predictions come to fruition? Kristina Hooper explains why it may be easier for the Fed to talk tough than to follow through.
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As we count down to the Fed meeting this week, the central bank is faced with competing concerns – downward pressures on economic growth and upward pressures on inflation. Will the U.S. Federal Reserve be able to engineer a soft landing? Kristina Hooper discusses what to watch.
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Investors have questions about the market impact of the crisis in Ukraine. This week, Kristina Hooper and team address recent concerns about energy prices, currencies, and more.
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How might the Russia-Ukraine crisis impact inflation? Could freezing Russia from SWIFT hurt markets? What will central banks do next? Learn more in our assessment of recent economic sanctions.
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As the Russia-Ukraine crisis escalates, Kristina Hooper and team address what this may mean for the global economy and asset classes such as stocks, commodities, and cryptocurrencies.
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The more the U.S. Federal Reserve speaks, the more markets worry about the pace of tightening — and geopolitical tensions are only increasing the pressure, says Kristina Hooper.
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Central banks in the U.S., UK, Europe, and Canada have all turned more hawkish in the last several months. Kristina Hooper explores how markets have reacted and what may happen next.
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What’s different about the U.S. Federal Reserve’s balance sheet reduction today versus 2014? Kristina Hooper discusses quantitative tightening and what we know about the Fed’s plans for 2022.
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Market participants are letting their imaginations run wild about U.S. Federal Reserve tightening this year. But often, reality is better than what we imagine, says Kristina Hooper.
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Just days into the new year, Omicron continues to spread and the U.S. Federal Reserve has turned hawkish. So does this change our 2022 outlook? Not dramatically, but we offer a few notable updates.
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The U.S. Federal Reserve made a hawkish pivot last week. Kristina Hooper examines the implications for markets, with a focus on tech stocks, and discusses what may come next.
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Kristina Hooper shares 10 predictions for markets in the new year, including her view that emerging market stocks could take market leadership over U.S. stocks.
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