Blogs - steve blitz

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Fed moves halfway to an ease

Fed moves halfway to an ease

21 Mar 2019 - Steve Blitz

As we forecast the Fed announced the end of its QT programme at their meeting on 20 March.

#Fed #FOMC #interest rates #QT #Recession #Steve Blitz #US Treasury #Yield curve

How strong is the US economy?

How strong is the US economy?

13 Feb 2019 - Steve Blitz

Steve Blitz, our Chief US Economist, looks at the strength of the US economy in the light of investor flows.

#Equities #Fed #QT #Steve Blitz #US Economy

Will a pause work?

Will a pause work?

05 Dec 2018 - Steve Blitz
  • 2s/5s yield curve inverts: market voting the Fed eases in 2020
  • Curve compression has occurred before. FOMC reaction is critical
  • Turn or transition for the economy? We still think transition 
#Fed #FOMC #Interest Rates #Powell #Steve Blitz #US Economy #Yield Curve

How many Fed hikes over next 12 months?

How many Fed hikes over next 12 months?

19 Nov 2018 - Steve Blitz

If you take the Fed’s “dot plots” at their word, three or four more hikes in 2019, after raising rates in December would seem to be the order of the day, says Steve Blitz, Chief US Economist. There is, of course, an inherent disconnect between the Fed continuing to put out these forecasts and the evolving economic outlook.

#Fed #FOMC #Rate Hikes #Steve Blitz #TRUMP



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