Insights

8 minute read

Much stronger-than-expected jobs report keeps Fed rate cuts on hold.

3 minute read

The Fed is not feeling pressure to cut rates.

2 minute read

The Fed's dot plot held the intrigue at the FOMC meeting.

7 minute read

Magnificent Seven continue to outperform.

4 minute read

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

4 minute read

The Fed removed its tightening bias, opening the door to rate cuts.

3 minute read

Three things to watch in 2024.

3 minute read

Three things to watch in 2024.

2 minute read

The Fed now projects rate cuts in 2024, just not as many as the markets have.

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.

5 minute read

Financial markets rally on perceived Fed pause.

3 minute read

The Fed wants more time and data as it looks to December's meeting.

6 minute read

Will it keep the Fed in play?

3 minute read

Yet another shift in the Fed's SEP has the markets again playing defense. 

6 minute read

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.

4 minute read

Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.  

5 minute read

Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.

4 minute read

The evidence so far suggests not a lot. 

4 minute read

The new regulations for money funds don't change their value proposition.   

2 minute read

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

3 minute read

The markets have finally listened to hawkish Fed speak.

2 minute read

The Fed skipped a rate hike but suggested more could come. 

7 minute read

A hot headline increase of 339,000 jobs in May but colder details put Fed in wait-and-see mode.

3 minute read

Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.

2 minute read

And the case for bond returns is getting stronger.

6 minute read

Looming risks make it hard to assess where markets go next.

2 minute read

The Fed raised rates again, but hinted it soon might be time to take a breather.

4 minute read

What's behind the substantial rise in assets of money market vehicles?

5 minute read

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.