6 minute read
Fed rate cuts not coming anytime soon.
3 minute read
Three things to watch in 2024.
7 minute read
As the economy slows across the board, the Fed is done hiking rates.
4 minute read
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
5 minute read
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Financial markets rally on perceived Fed pause.
The Fed wants more time and data as it looks to December's meeting.
Will it keep the Fed in play?
Yet another shift in the Fed's SEP has the markets again playing defense.
Fed plans to keep interest rates higher for longer.
2 minute read
The Fed opts against raising rates, but doesn't rule out another hike this year.
Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.
Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.
The evidence so far suggests not a lot.
The new regulations for money funds don't change their value proposition.
With the impact of its tightening still not apparent, the Fed opted for another modest rate hike.
The markets have finally listened to hawkish Fed speak.
The Fed skipped a rate hike but suggested more could come.
A hot headline increase of 339,000 jobs in May but colder details put Fed in wait-and-see mode.
Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.
And the case for bond returns is getting stronger.
Looming risks make it hard to assess where markets go next.
The Fed raised rates again, but hinted it soon might be time to take a breather.
What's behind the substantial rise in assets of money market vehicles?
With volatile markets ahead, stocks enter a period of limbo.
43 minute listen
Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.
Fed rate hikes finally may be starting to bite.
The Federal Reserve’s dual function as regulator and policy-setter has been on display.
Will the Federal Reserve pivot from its fight against inflation?
Not all regional banks are caught up in the turmoil.
Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.
Simmering post-pandemic issues are raising the temperature.
The Fed’s response to the collapse of SVB puts pressure on the Treasury and the FOMC decision next week.
The still hot labor market all but ensures the Federal Reserve stays aggressive.
U.S. equity and fixed-income markets are pointing in different directions.
Investors have begrudgingly capitulated to a still-hawkish Fed.
The global economic picture is setting up to look a lot like last year's.
Inflation, consumer strength move bonds closer to the Fed. Stocks still keeping some distance.
And that's creating challenges for fixed-income positioning.
We're probably not yet at a "just right" stage for stocks, especially of the growth variety.
An improved high-yield asset class might not flash the same signs for reentry as in past economic downturns.
Inflation cooling but labor market remains healthy.
Two market indicators suggest equities could enjoy a better year.
Three things to watch in 2023.
The Fed pushes back against market expectations.
45 minute listen
Silvia Dall’Angelo, Donald Ellenberger and Steve Chiavarone discuss global inflation and whether the markets have already priced in a recession.