FOMC voters must stick to the data to make their next decision on rates.
Fed Chair Powell indicates the pace of hikes is not as crucial as arriving at the right place.
Money market yields have returned to pre-GFC levels.
Fed projections are less useful these days.
Cash has become a compelling asset class.
Next month will mark a half-year of hikes, time enough to evaluate their impact.
The Fed raises interest rates by 0.75% for the second month in a row.
The Fed’s willingness to shift on volatile data makes rate expectations difficult.
The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.
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.
The Treasury yield curve isn't matching the futures market’s view of rate hikes.
The Fed hiked rates and put inflation on notice with hawkish projections.
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.
Rate normalization is almost a go.
Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.
New year presents new opportunities across sectors.
Three things to watch in 2022.
The Fed increases the pace of taper and expectations for rate hikes.