2 minute read
The Fed's dot plot held the intrigue at the FOMC meeting.
7 minute read
Magnificent Seven continue to outperform.
Strong headline gains but a mixed picture beneath the surface.
Labor market and consumer spending firm, while inflation rises.
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.
As the economy slows across the board, the Fed is done hiking rates.
4 minute read
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
The economy and markets can't take on much more debt without getting sick.
5 minute read
Financial markets rally on perceived Fed pause.
The Fed wants more time and data as it looks to December's meeting.
8 minute read
A surprisingly strong economy could mean higher for longer, longer
Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.
It's not just the pilot who is confused as markets wrestle with yields.
Evidence suggests the move up in longer yields is nearing an end.
6 minute read
Fed plans to keep interest rates higher for longer.
The Fed opts against raising rates, but doesn't rule out another hike this year.
Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.
Senior Portfolio Manager R.J. Gallo can think of seven reasons.
With the impact of its tightening still not apparent, the Fed opted for another modest rate hike.
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.
Higher-for-longer rates can be beneficial for dividend strategies.
The Fed skipped a rate hike but suggested more could come.
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.
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