The Fed says it will not cut interest rates in 2023. Markets disagree. Who is right?

font size Marriner S. Eccles Federal Reserve Building in Washington, D.C. Kevin Deitch/Getty Images About the author: Christopher Smart Chief Global Strategist and President of the Barings Institute of Investment, and a former senior official for economic policy at the US Treasury Department and the White House. The US Federal Reserve could not be clearer. … Read more

US Treasuries at ‘tipping point’: Equity and bond correlation shifts as fixed-income market warns of recession

Bonds and stocks may return to their usual relationship, which is a plus for investors who have a traditional mix of assets in their portfolios amid fears that the United States will face a recession this year. “The bottom line is that the correlation has now morphed into a more traditional relationship, where stocks and … Read more