Association of Institutional INVESTORS Blog
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The Association of Institutional INVESTORS Blog provides briefings of the week in advance and the week in review. The Association of Institutional INVESTORS is a member led organization of institutional investment advisors that represents the interests of investors and strives to advance good practices and promote fair and efficient financial markets through open engagement with policy makers..
Association of Institutional INVESTORS Blog
2d ago
Mon Mar 25 UN Security Council meets on global threats. | Tue Mar 26 Boao Forum for Asia. | Wed Mar 27 WEF cybersecurity briefing. IOSCO meets on ISSB standards. Chinese bank earnings. | Thu Mar 28 Sentencing of former chief executive of cryptocurrency exchange FTX Sam Bankman-Fried. | Fri Mar 29 Good Friday. Exchanges closed in US and many other countries in observance of holiday. US federal government is open. | Sat Mar 30 Land Day in Palestinian Territories. | Sun Mar 31 Easter Sunday ..read more
Association of Institutional INVESTORS Blog
5d ago
Surprise cut.
From Zurich to London to Washington, the great inflation scare that gripped the world economy after the Covid pandemic is suddenly no longer keeping central bankers up at night as the prospect of rate cuts become real. The Swiss National Bank unexpectedly slashed its key interest rate by 25 basis points, moving months ahead of global peers. The SNB’s move foreshadows possible easing later this year by the Federal Reserve and European Central Bank. Mexico's central bank also cut interest rates in a split decision on Thursday ..read more
Association of Institutional INVESTORS Blog
1w ago
Mon Mar 18 Summit for Democracy in Seoul. | Tue Mar 19 BOJ rate decision. | Wed Mar 20 Fed rate decision. International Day of Happiness. First day of spring. | Thu Mar 21 BOE rate decision. | Fri Mar 22 EU summit concludes. | Sat Mar 23 Purim (Jewish celebration). Earth Hour. | Sun Mar 24 Palm Sunday (Christian celebration). Holi (Hindu, Sikh religious festival ..read more
Association of Institutional INVESTORS Blog
1w ago
Traders waver on Fed outlook.
Fed Chair Jerome Powell, at a Senate hearing on March 7. Photo: Al Drago | Bloomberg
Fed debate | Traders have again pared their bets for Fed rate cuts and now see just three quarter-point reductions this year, matching policymakers’ projections as of December. Hotter-than-expected producer price inflation and lower-than-anticipated jobless claims spurred speculation that the US economy can withstand elevated borrowing costs for longer. The shifting rate bets and economic data lifted 10-yea ..read more
Association of Institutional INVESTORS Blog
2w ago
Mon Mar 11 OECD investment treaty conference. G20 climate change task force meets. Ramadan holiday for Muslims worldwide through April 8. | Tue Mar 12 US CPI. | Thu Mar 14 ESMA meets on CTPs. | Fri Mar 15 CFTC market and climate risk committees meet. Triple Witching. | Sun Mar 17 St. Patrick’s Day celebrations around the world ..read more
Association of Institutional INVESTORS Blog
2w ago
Closing in on cuts.
Federal Reserve chair Jay Powell said: ‘We’re doing the best of anybody. We’ve got the strongest growth and the lowest inflation of the advanced economies’. Photo: Getty Images ..read more
Association of Institutional INVESTORS Blog
3w ago
Mon Mar 4 ASEAN-Australia special summit. APEC meets in Peru. | Tue Mar 5 Super Tuesday. China’s National People’s Congress. WEF global risks briefing. | Wed Mar 6 SEC vote on weakened climate reporting rules. CFTC's global markets panel meets. Fed chair in the House. Fed's 'Beige Book'. | Thu Mar 7 SEC investor advisory panel meets. Fed chair in the Senate. ECB policy meeting. | Fri Mar 8 US monthly payrolls. International Women’s Day. Latest deadline for a new funding deal to avert a partial US government shutdown. | Sun Mar 10 Mothering Sunday in the UK. Muslim ..read more
Association of Institutional INVESTORS Blog
3w ago
What's moving markets.
Still climbing | Wall Street traders fearing another disappointing inflation report got a degree of relief after the Federal Reserve’s favored price gauge, the personal consumption expenditures index, was in line with economists’ expectations. Treasury yields slipped and US stocks moved higher, pushing the S&P 500 to yet another all-time high — its 14th record this year. The Nasdaq 100 rose almost 1% with Nvidia leading gains in megacaps. Bitcoin also rallied again Thursday, a day after the 10 new exchange-traded funds investing ..read more
Association of Institutional INVESTORS Blog
1M ago
Mon Feb 26 WTO ministerial conference in Abu Dhabi. APEC meeting in Peru. | Tue Feb 27 BRICS finance ministers meet before G20 meetings. | Wed Feb 28 G20 finance ministers meet in Brazil. | Thu Feb 29 Leap Day. European CPI readings. | Fri Mar 1 US House funding bill deadline. First day of meteorological spring ..read more
Association of Institutional INVESTORS Blog
1M ago
Fed warnings.
The advances in equities came even in the face of warnings from Federal Reserve policymakers about the risks of cutting interest rates too soon. Vice Chair Philip Jefferson underscored that the Fed needs to be on guard against cutting rates too far in response to falling inflation lest it undermine the achievement of its ultimate goal of price stability. Philadelphia Fed President Patrick Harker emphasized the risks of easing policy too soon while saying it will likely be appropriate to cut this year. And G ..read more