Category Archives: Market Review

One Man’s Opinion: Will The US Fed Introduce Some Amount Of Uncertainty Into The Markets?

The US Fed in its statement last week said it hasn’t decided on an interest rate-hike yet, but Rick Reider, CIO of fixed income at BlackRock thinks the timing doesn’t matter. The market is incessantly focused if lift-off is going … Continue reading

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One Man’s Opinion: Will Weak Oil Prices Keep Inflation Expectations Subdued?

The US Federal Reserve’s latest policy statement may have omitted the “patient” word, but there seems to be less certainty in the central bank’s overall tone, indicating the Fed wants to be less predictable about a June rate-hike given the … Continue reading

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One Man’s Opinion: Are Europe And Japan Likely To Give Better Returns In 2015?

The Federal Reserve didn’t drop the word “patient” from its latest forward guidance because it wanted to give itself the maximum flexibility, said David Joy, chief market strategist at Ameriprise Financial. The Fed is likely to see three additional months … Continue reading

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One Man’s Opinion: Will The Fed Be Careful About Raising Rates?

The latest jobs report showed the economy created 295,000 jobs in February and surprised markets on the upside though overall the report was not as good as the headline-number would suggest, said Jan Hatzius, chief economist at Goldman Sachs. The … Continue reading

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One Man’s Opinion: Have Lending Costs To Corporate Europe In The Periphery Declined?

Despite weak credit conditions, lower oil and a slumping euro, Goldman Sachs is optimistic about the region’s growth prospect this year, said Kevin Daly, Senior European economist at Goldman Sachs. The investment bank revised euro area’s GDP growth-forecast higher – … Continue reading

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One Man’s Opinion: Do Fixed-Income Valuations Look Stretched?

The US Federal Reserve is likely to remain patient and investors shouldn’t worry much as the US central bank will be very methodical and transparent about what they do, said Brain Jacobsen, chief portfolio strategist at Wells Fargo Advantage Funds. … Continue reading

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