Insights

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.

5 minute read

Solid US economic data also helps as equities reverse their April freefall.

7 minute read

Import surge pushes first-quarter GDP into the red.

5 minute read

Trump's policy reversals buoy markets.  

7 minute read

Should investors focus on solid hard data or weak soft data?

2 minute read

The stability of the money markets is shining amid the greater financial turbulence.

7 minute read

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March. 

4 minute read

Total US money fund assets push past $7 trillion.

4 minute read

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.

6 minute read

Maybe the Fed’s not done cutting rates this year, after all.

4 minute read

Market intervention should subside under the new SEC leadership.

6 minute read

Financial markets roiled by developments in D.C.

6 minute read

On the back of solid holiday retail sales, January's were dismal.

7 minute read

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.

7 minute read

Revisions are possible due to inventory and trade data.

6 minute read

Peak policy uncertainty.

5 minute read

Stocks playing catch-up with bond market sell-off.

5 minute read

Employment strength should keep Fed on the sidelines for some time. 

2 minute read

Three things to watch in 2025.

2 minute read

Three things to watch in 2025.

6 minute read

Labor market rebounds from October weather and strikes.

3 minute read

Money market assets have reached a new mark.

6 minute read

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.

4 minute read

Will rising post-election confidence boost holiday sales?

5 minute read

Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.

3 minute read

Republicans closing in on 'Red Trifecta.'  

7 minute read

Investors, voters and the Fed will likely look past the October jobs report distorted by hurricanes and strikes.

3 minute read

Noisy data and election uncertainty might slow Fed easing.

7 minute read

Will Fed’s data dependency generate market volatility? 

6 minute read

The bullish stock market seems to be overlooking deteriorating fundamentals.

2 minute read

Robust September jobs report supports view the economy is headed for rotation, not recession.

4 minute read

Interest rates have fallen, but in the liquidity space, the sky has not.

7 minute read

Weakest Back-to-School spending in 15 years.

6 minute read

Federal Reserve ‘recalibrates’ monetary policy.

2 minute read

At the end of the day, it'll be a gift for competitors.

3 minute read

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

5 minute read

Could energy buck conventional wisdom?