2 minute read
The Fed raised rates again, but hinted it soon might be time to take a breather.
43 minute listen
Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.
5 minute read
Volatile markets can offer opportunities.
3 minute read
Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.
6 minute read
Simmering post-pandemic issues are raising the temperature.
7 minute read
The beats (hawkish Fed, strong jobs, surprise bank failure) keep coming.
As long as Americans keep spending, higher for longer may rule the day.
An improved high-yield asset class might not flash the same signs for reentry as in past economic downturns.
Three things to watch in 2023.
Consumers are showing restraint amid still-high inflation.
The Fed pushes back against market expectations.
Municipal securities have much to offer if the economy slows.
Wide corporate bond spreads are enticing, but the time to add to credit sectors hasn't come yet.
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.
And they may get it as midterms seem to be trending the GOP's way.
Fed projections are less useful these days.
The Fed raises interest rates by 0.75% for the second month in a row.
Rising recession risk favors defensive dividend stocks, cash and Treasuries.
After years of playing defense, it's time to think offense.
The Fed’s willingness to shift on volatile data makes rate expectations difficult.
Fed policy shift should cool the housing market.
The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.