The April employment report underscores a key disconnect between the market and Federal Reserve.
The recent surge in oil prices from the recent multiyear lows has raised concerns on the impacts for the U.S. consumer.
Our view is that by the end of 2016, the fed funds rate will be pushed into the 0.75–1.0% range.
The direction of emerging market currencies relative to the U.S. dollar is a key element of EM returns.
As first quarter earnings season begins, we expect some companies may cite global growth concerns.
The consensus is looking for the unemployment rate to remain at 4.9% and for growth in average hourly earnings.
The Fed’s rate hike plan came at a time of heightened global economic uncertainties.
The FOMC’s “dot plots” are likely to be at the center of attention.
The Fed's beige book suggests continued modest economic growth.
The markets are trying to decipher how the disconnect between what the Fed plans to do and what the market thinks the Fed will do will be resolved.
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