Insights

3 minute read

The data did not support the large cut, but the Fed did not want to seem behind the curve.

2 minute read

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

5 minute read

With the Fed on hold and tax collection over, assets resume flowing into liquidity products. 

8 minute read

Does today’s soft jobs report successfully change the Fed's narrative?

2 minute read

The Fed's dot plot held the intrigue at the FOMC meeting.

7 minute read

Magnificent Seven continue to outperform.

7 minute read

Strong headline gains but a mixed picture beneath the surface.

7 minute read

Labor market and consumer spending firm, while inflation rises.

2 minute read

The Fed now projects rate cuts in 2024, just not as many as the markets have.

3 minute read

Three things to watch in 2024.

8 minute read

A surprisingly strong economy could mean higher for longer, longer

3 minute read

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