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.
The Fed removed its tightening bias, opening the door to rate cuts.
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.
As the economy slows across the board, the Fed is done hiking rates.
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.
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.
3238431683