Insights

Explore Insights

Liquidity
January 14 2022
2022 Outlook . Markets/Economy .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

January 3 2022
2022 Outlook . Liquidity .
Article Onward and upward
January 3 2022

Three things to watch in 2022.

January 11 2022
2022 Outlook . Fixed Income .
Article Navigating crosscurrents of Fed policy, growth and spreads
January 3 2022

Three things to watch in 2022.

December 15 2021
Monetary Policy . Interest Rates .
Article Acceleration
December 15 2021

The Fed increases the pace of taper and expectations for rate hikes.

December 17 2021
Liquidity . Politics .
Article Continuity is critical
December 1 2021

Powell's nomination provides stability as uncertainty lingers.

November 16 2021
Fixed Income . Liquidity .
Article Resilient consumers put holiday bow on credit card ABS
November 16 2021

Robust spending and low delinquencies bode well for yields.

November 3 2021
Monetary Policy . Interest Rates .
Article Taper is on; rate hikes TBD
November 3 2021

The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.

December 1 2021
Liquidity . Monetary Policy .
Article A familiar course
November 1 2021

The success of the Fed’s first taper gives us confidence it will work well again.

November 16 2021
Fixed Income . Liquidity .
Article Student loan ABS, beyond the headlines
October 27 2021

Finding value in a frequently misunderstood sector.

November 5 2021
Fixed Income . Liquidity .
Article Chips are down but auto ABS opportunity is up
October 12 2021

Semiconductor shortage is an all-around positive for these asset-backed securities.

October 20 2021
Liquidity . Politics .
Article Capitol expenditures
October 1 2021

The drama over the debt ceiling is a waste of time and energy.

October 13 2021
Monetary Policy . Liquidity .
Article Servicing the debt
September 27 2021

Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.

September 22 2021
Monetary Policy . Interest Rates .
Article A hawkish Fed tilt
September 22 2021

Taper may start in November, with first rate hike by late next year.

September 22 2021
Liquidity . Monetary Policy .
Article No surprises this time
August 31 2021

Fed Chair Powell stuck to the script at the central bank symposium.

July 30 2021
Liquidity . Monetary Policy .
Article Looking like a trillion bucks
July 30 2021

Usage of the Fed’s Reverse Repo Program keeps growing.

July 29 2021
Monetary Policy . Fixed Income .
Article Talking taper, but not much else
July 28 2021

While curtailing bond purchases were discussed, the FOMC today offered little additional insight.

July 15 2021
Monetary Policy . Inflation .
Article Powell calm despite inflation storm
July 15 2021

The Chair's trip to Capitol Hill showed just how patient the Fed intends to be.

July 14 2021
Liquidity . Monetary Policy .
Article About time
July 1 2021

The Fed finally raised the overnight reverse repo rate.

June 16 2021
Interest Rates . Monetary Policy .
Article No small matter
June 16 2021

The Fed's slight adjustments to overnight rates should have a big impact.

June 21 2021
Liquidity . Inflation .
Article A temporary dilemma
June 1 2021

The Fed's view of 'transitory' might be too long.

June 21 2021
Liquidity . Monetary Policy .
Article Not so smooth
May 3 2021

It's time for the Fed to raise overnight rates.

June 21 2021
Monetary Policy . Liquidity .
Article Stubborn Fed
April 28 2021

The FOMC didn't budge on policy or alleviate pressure in the overnight market.

June 21 2021
Liquidity . Monetary Policy .
Article Questions, questions
April 1 2021

Liquidity investors have lots to consider, but nothing as pressing as it might seem.