Friday, September 18, 2015

Signs of stronger US growth point to 2015 rate lift-off, says Taubes of Pioneer Investments

The US Federal Reserve will likely raise rates in October or December "as long as data continue to be reasonably strong," says Ken Taubes, a chief investment officer for Singapore-based Pioneer Investments, which manages more than US$245 billion ($342 billion) in assets.

“The continued strength of the U.S. economy and the US consumer, which account for 70% of US gross domestic product, should allow the Fed to raise rates in 2015," Taubes writes in a report.

The declining unemployment rate, an increase in average hourly earnings, strong retail sales and rising consumer spending are all signs pointing to a rate increase rate this year.

Still, there are some risks on the back of a stronger US economy.

“We remain concerned that short yields are most vulnerable to a sell-off if US economic growth continues to improve, as they hold little to no value,” he says.

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