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.
Powell's nomination provides stability as uncertainty lingers.
Robust spending and low delinquencies bode well for yields.
The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.
The success of the Fed’s first taper gives us confidence it will work well again.
Finding value in a frequently misunderstood sector.
Semiconductor shortage is an all-around positive for these asset-backed securities.
The drama over the debt ceiling is a waste of time and energy.
Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.
Taper may start in November, with first rate hike by late next year.
Fed Chair Powell stuck to the script at the central bank symposium.