Our take on the “neutral” rate

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Weekly Commentary

• The Federal Reserve’s policy rate is closing in on the “neutral” level. This could raise uncertainty around the Fed’s future rate path, we believe.
• Oil prices tumbled amid concern about demand weakness. Chinese equities outperformed developed markets as trade worries eased.
• Markets are looking for signs of a rebound in the manufacturing data from key economies after October signaled a disappointing start to the quarter.