Sue Hill provides her insight after the anticipated December FOMC meeting, along with what is expected from the Fed in 2026.
2 minute read
Weekly Cash Commentary
1 minute read
The federal government shutdown is not the same as it reaching the debt limit.
The Fed did not issue a 50 basis-point rate cut like last year but clearly has resumed its easing cycle.
5 minute read
Trump’s pressure on the Fed notwithstanding, the money markets have much to celebrate.
4 minute read
The question: Has Moody’s downgrade of the US credit rating impacted money market funds?
7 minute read
Equity and fixed-income investors are responding differently to tariff and fiscal policy uncertainty.
3 minute read
For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back.
The stability of the money markets is shining amid the greater financial turbulence.
Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March.
Total US money fund assets push past $7 trillion.
'Uncertainty' dominated the FOMC meeting this week.
7 minute watch
Sue Hill breaks down Fed decision-making in 2025 and the impact on local government investment pools.
Market intervention should subside under the new SEC leadership.
For liquidity investors, the Fed decision to pause cuts matters more than Powell and Trump locking horns.
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.
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