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Expect More Rules and Less Discretion from the ‘New’ Fed
by Steve Malin of Allianz Global Investors, 10/19/17

President Trump has the opportunity to overhaul the Federal Reserve by appointing new Fed governors who align with his administration’s views – namely that the current Fed suffers from regulatory over-reach and is less independent than ever, says Steve Malin, investment strategist at Allianz Global Investors.

Normalizing the Fed’s Balance Sheet – Not so Fast by Steve Malin of Allianz Global Investors
by Steve Malin of Allianz Global Investors, 7/14/17

Raising the federal funds rate is just one part of the Fed’s plan for higher interest rates. Another part, according to Steve Malin, investment strategist at Allianz Global Investors, is the somewhat tricky process of purging $2 trillion in US Treasury and agency securities from the Fed’s balance sheet.

How Will the Fed Evolve Under Trump?
by Steve Malin of Allianz Global Investors, 5/4/17

Beset with low rates, slow growth and a new US president who wants a significant shift in policy, Steve Malin, investment strategist at Allianz Global Investors, says the Federal Reserve faces one of the most uncertain periods in its 104-year history. What could this mean for investors.

Fed Is Desperately Seeking… Inflation?
by Kristina Hooper, Steve Malin, Greg Meier of Allianz Global Investors, 3/18/16
The FOMC showed patience by holding rates steady at their last meeting, says Allianz Global Investors US Capital Markets Research and Strategy Team, but stubbornly low inflation persists. Investors should watch a range of inflation measures for clues about the next hike.

Why the Fed Kept Rates ‘Lower for Longer’ Yet Again
by Kristina Hooper, Steve Malin, Greg Meier of Allianz Global Investors, 9/18/15
As a divided FOMC continues sitting on its collective hands, we’ve analyzed what’s going on behind the scenes and outlined the investment implications of the Fed’s latest inaction. Read the new report from Allianz Global Investors’ US Capital Markets & Strategy team.

How to Play the Fed’s Big News Day
by Kristina Hooper, Steve Malin, Greg Meier of Allianz Global Investors, 6/19/15
Although the FOMC tried hard not to make headlines, there’s still plenty to parse in its latest communications. Bonds are likely to exhibit more volatility as we near liftoff, which is likely to happen in September. And based on the Fed’s “dots” forecast, we may even see two rate hikes in 2015.
6 results found.