The current market expectation is for the Fed to deliver one or two quarter-point rate cuts this year.
A gauge of investors' desire to extend duration in their portfolios has climbed to the highest in a year.
The market has turned against investors who piled into Treasurys last year.
The firm may look to increase duration in its fixed-income portfolio.
What the nations considering a rate hike have in common is an economy battered by highly leveraged households.
British investors fear proposed tax cuts will pour gasoline on an inflation fire, or even worse, lead to stagflation.
Many of the dollar's global counterparts are falling to levels that haven't been seen in years.