Insights

3 minute read

The data did not support the large cut, but the Fed did not want to seem behind the curve.

2 minute read

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

3 minute read

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

5 minute read

Is the equity market rally inconsistent with Fed policy?

2 minute read

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

7 minute read

Magnificent Seven continue to outperform.

2 minute read

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

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.

3 minute read

We believe next year could present compelling opportunities within high yield.

3 minute read

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.