2 minute read
Weekly Cash Commentary
1 minute read
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.
There are no short cuts when it comes to excellence in service.
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.
Solid US economic data also helps as equities reverse their April freefall.
Import surge pushes first-quarter GDP into the red.
Trump's policy reversals buoy markets.
Should investors focus on solid hard data or weak soft data?
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.
Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.
7 minute watch
Sue Hill breaks down Fed decision-making in 2025 and the impact on local government investment pools.
6 minute read
Bessent preaches short-term pain for long-term gains.
Maybe the Fed’s not done cutting rates this year, after all.
Market intervention should subside under the new SEC leadership.
Financial markets roiled by developments in D.C.
On the back of solid holiday retail sales, January's were dismal.
New year starts with hiring and wage growth.
3 minute read
For liquidity investors, the Fed decision to pause cuts matters more than Powell and Trump locking horns.
Revisions are possible due to inventory and trade data.
Peak policy uncertainty.
Stocks playing catch-up with bond market sell-off.
Employment strength should keep Fed on the sidelines for some time.
Three things to watch in 2025.
Labor market rebounds from October weather and strikes.
Money market assets have reached a new mark.
Confidence high and stocks higher as election gives way to holidays.
8 minute watch
In this video, Paige Wilhelm breaks down the recent decisions by the Fed to cut rates and how it might impact local government investment pools.
Will rising post-election confidence boost holiday sales?
Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.
Could energy buck conventional wisdom?
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