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.
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.
3 minute read
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.
The markets have finally listened to hawkish Fed speak.
The Fed skipped a rate hike but suggested more could come.
Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.
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?
The Federal Reserve’s dual function as regulator and policy-setter has been on display.
Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.
6 minute read
The Fed’s response to the collapse of SVB puts pressure on the Treasury and the FOMC decision next week.
Investors have begrudgingly capitulated to a still-hawkish Fed.
The market is dismissing the Fed's determination to defeat inflation.
Rancor aside, with ‘extraordinary measures’ the debate over the U.S. debt limit has time to be resolved.
Three things to watch in 2023.
The Fed pushes back against market expectations.
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.