Next month will mark a half-year of hikes, time enough to evaluate their impact.
But high inflation and Fed tightening are taking us closer.
The Fed raises interest rates by 0.75% for the second month in a row.
Rising recession risk favors defensive dividend stocks, cash and Treasuries.
Hot inflation, stagflation concerns, recession fears and a hawkish Fed.
Markets might be setting up for '70s' era modest returns.
The Fed’s willingness to shift on volatile data makes rate expectations difficult.
Unfortunately for workers, wage inflation at heart of Fed tightening.
The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.
Fed should give investors no reason to stray from short-duration, value strategies.
The Fed must rely on the data and not its policy framework to curb inflation.
With a 50 basis-point hike, the Fed hopes to stick it to inflation.
The Fed rate cycle and the SEC money fund reform process are ready to begin in earnest.
More rate hikes would favor cash, floating-rate securities and value stocks.
The Fed's abundant messaging has the market doing its work for it.
Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…
Bonds wrestle with pricing Fed, war and inflation outcomes.
The only question for investors: at what cost?
A host of negative factors could end the recent rally.
Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.
The Treasury yield curve isn't matching the futures market’s view of rate hikes.
Policymakers don't want to undo 40 years of restrained inflation expectations.
The Fed hiked rates and put inflation on notice with hawkish projections.
Ukraine, energy, inflation and Fed driving markets.
The FOMC 'dot plot' will be as important as an actual hike.
The crisis in Ukraine likely takes a 50 basis-point hike in March off the table.
A better back-half looms for equity investors. Getting there could be rocky.
Fed must juggle inflation versus recession risks.
Rate normalization is almost a go.
The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.
Three things to watch in 2022.
Omicron is weighing on psyches, but not so much markets ... yet.
The Fed increases the pace of taper and expectations for rate hikes.
Market risks stay skewed to upside but inflation and possible policy errors lurk.
The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.
The success of the Fed’s first taper gives us confidence it will work well again.
Still room to run, with a tilt toward cyclical companies with pricing power.
Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Bond market plods ahead amid looming uncertainties.
The drama over the debt ceiling is a waste of time and energy.
Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.
Taper may start in November, with first rate hike by late next year.
A near-term pullback could represent an opportunity for long-term investors.
Biden’s decision on Powell and others risks market volatility
Fed Chair Powell stuck to the script at the central bank symposium.