Discover our vast array of liquidity insights covering global investment news and trends that may impact your cash portfolios
As of mid-point of 2025, APAC central banks face an increasingly complex economic outlook marked by escalating geopolitical and trade tensions. The weakened correlation with Federal Reserve policy suggests future monetary policies will be driven by regional and domestic factors.
Explore the Global Liquidity EMEA Mid-Year Investment Outlook, analysing the implications of the diverging paths taken by the ECB and BoE. Discover how these central bank policies are shaping distinct market outlooks for the euro and UK, and uncover strategic opportunities for cash investors amidst geopolitical tensions and fiscal policy shifts
Since World War II, the U.S. debt ceiling has been adjusted—either raised or suspended—more than a hundred times, with the Treasury never having depleted its cash reserves and borrowing capacity before Congressional intervention. We remain confident that the debt limit will be increased in a timely manner.
Not all funds are created equal
Explore the European Central Bank's recent decision to cut key policy rates by 25 basis points and its implications for inflation forecasts, market reactions, and fund positioning. Understand the ECB's strategic outlook amid trade uncertainties and discover how euro cash investors can navigate the evolving monetary landscape.
Explore the impact of renewed US trade tensions and tariff policies on global markets and liquidity investors. Discover strategic insights on inflation outlook, cross-border considerations, and front-end positioning for resilience and yield. Learn how disciplined flexibility and active management can help navigate market volatility and preserve capital in an uncertain policy environment.
The Reserve Bank of Australia (RBA) lowered the Overnight Cash Rate by 25bps to 3.85%, citing moderating inflation as the reason for easing monetary policy. While AUD deposit rates are declining and the yield curve has flattened, interest rates remain elevated compared to historic standards.
Moody's Ratings has downgraded the United States' long-term issuer and senior unsecured ratings from Aaa to Aa1, while changing the outlook from negative to stable.
Explore the Bank of England's cautious approach following a split MPC decision to reduce the Bank Rate to 4.25%. Understand the implications for GBP cash investors amid economic uncertainty, disinflation progress, and revised growth and inflation forecasts.
Over the first three months, the Trump administration has made it clear that they are willing to trade short-term pain for potential future long-term gains.
Explore the complexities of strategic cash management in 2025 as global economies face evolving challenges. This insightful article delves into the impact of trade tensions, central bank policies, and market volatility on cash strategies, offering guidance for investors navigating uncertain macro conditions. Learn about the implications for US, European, UK, and Asia Pacific markets, and discover how money market funds and ultra-short duration strategies can provide attractive returns and flexibility.
The Monetary Authority of Singapore (MAS) maintained its dovish stance. It slightly reduced the rate of appreciation of the SG$ NEER policy band but kept the width and centre-point unchanged.
In these uncertain economic times, understanding the Federal Reserve's monetary policy, the impact of global and domestic financial conditions on the Asia-Pacific (APAC) region, and strategic investment approaches for liquidity investors is crucial.
As the financial landscape continues to be characterized by uncertainty and volatility, understanding how to implement effective liquidity strategies is crucial for investors seeking to find the "sweet spot" for their day-to-day investments.
As we navigate the complexities of the U.S. debt ceiling, investors should understand the potential impacts on money market investments.
Explore the European Central Bank's latest monetary policy decision as it cuts key rates by 25 basis points, moving closer to a neutral range. With geopolitical tensions rising and economic growth projections downgraded, the ECB faces a complex landscape. Discover how these changes impact cash strategies and the potential for a pause in rate cuts.
Explore the complexities of 2025's monetary policy, credit markets, and trade. Learn how central banks manage easing cycles, corporate sectors show resilience, and US tariffs impact automakers. Discover strategic investment opportunities and the importance of active management in volatile markets. Stay informed with expert analysis on navigating cash investment strategies in a complex economic landscape.
The Monetary Authority of Singapore (MAS) adopted a more dovish stance by slightly reducing the slope of the SG$ NEER policy band, while keeping the width and centre-point unchanged.
The Reserve Bank of Australia reduced its overnight cash rate by 25 basis points to 4.10%. This is the central bank's first rate cut since 2020, citing easing inflationary pressures and confidence in inflation moving towards the target range.
Explore the Bank of England's recent decision to cut the Bank Rate by 25 basis points to 4.5% in a cautious move towards monetary policy easing. Discover insights from Governor Bailey on maintaining a balanced approach amid inflation and growth forecasts, and understand the implications for GBP cash investors. Read more on the strategic positioning of J.P. Morgan Global Liquidity GBP strategies in response to these changes.
The Bank of Japan raised its policy rate by 25bps to 0.50%, marking the highest level since 2008, as part of its efforts to address persistent inflationary pressures and normalize interest rates.
The Monetary Authority of Singapore (MAS) adopted a more dovish stance by slightly reducing the slope of the SG$ NEER policy band, while keeping the width and centre-point unchanged.
U.S. Global Liquidity investors can anticipate continued real yields across the entire global liquidity product lineup in 2025
Explore the Global Liquidity EMEA Investment Outlook 2025 with our insights on expected rate cuts by the Federal Reserve, ECB, and BOE. Discover how these changes may impact money market strategies and investment horizons in the US, Europe, and UK. Learn about potential economic growth challenges and strategic opportunities in the evolving global liquidity landscape.
The 2025 interest rate outlook for Asia-Pacific (APAC) will be influenced by geopolitical risks, escalating trade tensions, and the Federal Reserve policy. Regional factors such as domestic economic conditions and the effectiveness of China’s stimulus will also shape central bank decisions.
At the conclusion of their December monetary policy meeting, the European Central Bank (ECB) cut their three key policy rates by 25 basis points (bps) for the third consecutive meeting.
Explore insights for cash investors navigating the widening economic divergence between the US and Europe. Discover how J.P. Morgan's liquidity strategies are positioned to capitalise on current market conditions, focusing on credit quality and duration management amidst varying central bank policies and recession risks.
The Bank of England's Monetary Policy Committee voted 8-1 to lower the Bank Rate by 25 basis points to 4.75%, with Governor Andrew Bailey emphasizing a cautious approach due to the UK budget's economic impact. The committee plans to continue gradual, quarterly rate reductions, focusing on progress in services inflation before making further adjustments.
Explore the ECB's October strategic rate cuts amid economic uncertainty. Discover how data-driven decisions shape monetary policy and market reactions, with insights from ECB President Christine Lagarde. Stay informed on the latest economic forecasts and implications for cash investors.
Explore the benefits of standard money market strategies amid non-recessionary rate cuts, including higher yields and extended Weighted Average Maturity (WAM). Understand why cash investors are increasingly opting for these strategies.
In this webcast, we delve into the critical aspects of the recent US Money Market Fund Reform, exploring its implications for investors and the broader financial market. Paul Przybylski breaks down the new regulatory changes, highlighting the October requirements and potential impacts on fund management strategies. Join us for an in-depth analysis to stay informed and prepared for the evolving landscape of money market funds.
The Federal Open Market Committee (FOMC) took the first step in easing monetary policy with a long-anticipated cut to the federal funds target rate of 50 basis points to 4.75-5.00%.
Explore the European Central Bank's recent decision to cut interest rates and its data-dependent approach to future monetary policy. Understand the implications for inflation, GDP growth, and market reactions, as well as strategies for EUR cash investors
Explore how major central banks' policy adjustments are impacting liquidity investment strategies. Learn about the anticipated rate cuts, strong credit fundamentals, and how to adapt investment strategies in the current economic environment.
The ECB and BoE are cautiously approaching rate cuts, with decisions being heavily data-dependent. The ECB is expected to continue cutting rates at alternate meetings into 2025, while the UK base rate may remain unchanged in the near term. Both central banks are balancing the need to support economic growth with the risk of resurgent inflation.
Moderating inflation has allowed central banks to shift their focus towards fostering economic growth, signaling an impending monetary policy pivot. While markets have quickly priced in multiple rate cuts, the pace and magnitude of central bank actions remain uncertain. For APAC cash investors, the implications of the Federal Reserve (Fed) policy continues to be significant; but local inflation, economic conditions, and political nuances will also influence regional cash investment strategies.
The Monetary Policy Committee (MPC) voted by a narrow majority of 5-4 to reduce the Bank Rate by 25 basis points to 5%. This is the first cut since March 2020. Governor Andrew Bailey stressed a cautious approach and said the Bank of England (BoE) is alert to risks of another surge in inflation.
Learn more about the key dates, deadlines, and intricacies pertaining to U.S. money market fund reform.
