Insights

Explore Insights

April 8 2026
Liquidity .
Article

2 minute read

Inflation isn't a Core problem, yet
April 13 2026

Weekly Cash Commentary

March 26 2026
Liquidity .
Article

2 minute read

The economic situation is defined by 'uncertainty'
March 30 2026

Weekly Cash Commentary

March 23 2026
Liquidity .
Article

1 minute read

More for the Fed to watch in its wait-and-see mode
March 23 2026

Weekly Cash Commentary

March 12 2026
Liquidity .
Article

1 minute read

Inflation steady but a storm is gathering
March 16 2026

Weekly Cash Commentary

March 6 2026
Liquidity .
Article

2 minute read

Potential for K-shaped mandates
March 9 2026

Weekly Cash Commentary

March 2 2026
Liquidity .
Article

2 minute read

Uncertain path
March 2 2026

Weekly Cash Commentary

February 23 2026
Liquidity .
Article

2 minute read

Looking back
February 23 2026

Weekly Cash Commentary

February 11 2026
Liquidity .
Article

1 minute read

Are the Fed mandates coming into balance?
February 17 2026

Weekly Cash Commentary

February 4 2026
Liquidity .
Article

2 minute read

Labor data disrupted, again
February 9 2026

Weekly Cash Commentary

January 29 2026
Liquidity .
Article

1 minute read

Fed goes from tepid to boiling
February 2 2026

Weekly Cash Commentary

January 22 2026
Liquidity .
Article

2 minute read

US economy: steady as it goes
January 26 2026

Weekly Cash Commentary

January 16 2026
Markets/Economy .
Article

2 minute read

Inflation on the mind
January 20 2026

Weekly Cash Commentary

January 13 2026
Markets/Economy .
Article

2 minute read

Lukewarm labor market
January 12 2026

Weekly Cash Commentary

December 16 2025
Markets/Economy .
Article

1 minute read

Wrapping up the year
December 22 2025

Weekly Cash Commentary

December 11 2025
Markets/Economy .
Article

2 minute read

Fed ends the year with a rate cut
December 15 2025

Weekly Cash Commentary

December 3 2025
Markets/Economy .
Article

2 minute read

Stale data
December 8 2025

Weekly Cash Commentary

November 25 2025
Markets/Economy .
Article

2 minute read

Downward momentum
December 1 2025

Weekly Cash Commentary

November 14 2025
Markets/Economy .
Article

2 minute read

Heigh-Ho!
November 17 2025

Weekly Cash Commentary

November 10 2025
Markets/Economy .
Article

2 minute read

Still in the dark
November 10 2025

Weekly Cash Commentary

November 8 2025
Markets/Economy .
Article

2 minute read

Powell goes from confident to unsure
November 3 2025

Weekly Cash Commentary

November 8 2025
Markets/Economy .
Article

1 minute read

Inflation relatively unchanged
October 27 2025

Weekly Cash Commentary

November 8 2025
Markets/Economy .
Article

2 minute read

Fed reading the Beige Book closely
October 20 2025

Weekly Cash Commentary

November 8 2025
Markets/Economy .
Article

2 minute read

The rate debate
October 13 2025

Weekly Cash Commentary

November 8 2025
Markets/Economy .
Article

1 minute read

Sound of silence
October 6 2025

Weekly Cash Commentary

November 8 2025
Markets/Economy .
Article

2 minute read

Might the Fed follow inflation's holding pattern?
September 29 2025

Weekly Cash Commentary

September 18 2025
Markets/Economy .
Article

2 minute read

Once more, a September start
September 22 2025

Weekly Cash Commentary

September 10 2025
Markets/Economy .
Article

2 minute read

Fed getting squeezed
September 15 2025

Weekly Cash Commentary

September 4 2025
Markets/Economy .
Article

2 minute read

Jobs report a dove's delight
September 8 2025

Weekly Cash Commentary

August 27 2025
Markets/Economy .
Article

1 minute read

Just the data, please
September 2 2025

Weekly Cash Commentary

August 25 2025
Markets/Economy .
Article

2 minute read

Powell's nod to a rate cut is not a guarantee
August 25 2025

Weekly Cash Commentary

August 18 2025
Markets/Economy .
Article

2 minute read

Divergent inflation
August 18 2025

Weekly Cash Commentary

July 31 2025
Markets/Economy .
Article

2 minute read

Difference of opinions at the Fed
August 4 2025

Weekly Cash Commentary

July 25 2025
Markets/Economy .
Article

2 minute read

A novel approach
July 28 2025

Weekly Cash Commentary

July 18 2025
Markets/Economy .
Article

2 minute read

More fireworks for the Fed
July 21 2025

Weekly Cash Commentary

July 10 2025
Markets/Economy .
Article

2 minute read

Fed minutes relate same story
July 14 2025

Weekly Cash Commentary

July 3 2025
Markets/Economy .
Article

1 minute read

Labor market doing just fine, thank you
July 7 2025

Weekly Cash Commentary

June 30 2025
Markets/Economy .
Article

1 minute read

Are we having fun yet?
June 30 2025

Weekly Cash Commentary

June 23 2025
Markets/Economy .
Article

2 minute read

So many moving parts
June 23 2025

Weekly Cash Commentary

June 13 2025
Markets/Economy .
Article

2 minute read

A different type of Fed issue
June 16 2025

Weekly Cash Commentary

June 5 2025
Markets/Economy .
Article

2 minute read

Trump has better luck with the Fed's new Vice Chair
June 9 2025

Weekly Cash Commentary

June 2 2025
Markets/Economy .
Article

3 minute read

The Fed's own Independence Day
June 2 2025

Weekly Cash Commentary

May 23 2025
Markets/Economy .
Article

1 minute read

The Fed to investors: Wait for it
May 27 2025

Weekly Cash Commentary

May 16 2025
Markets/Economy .
Article

2 minute read

A potentially shocking trend for inflation
May 19 2025

Week Cash Commentary

May 9 2025
Markets/Economy .
Article

1 minute read

Close to the vest
May 12 2025

Weekly Cash Commentary

May 5 2025
Markets/Economy .
Article

1 minute read

Conflicting data
May 5 2025

Weekly Cash Commentary

April 25 2025
Markets/Economy .
Article

2 minute read

Trump verses Powell, again and again
April 28 2025

Weekly Cash Commentary

April 16 2025
Markets/Economy .
Article

1 minute read

Not this again
April 21 2025

Weekly Cash Commentary

January 3 2025
Markets/Economy .
Article

1 minute read

Slower rate cut forecast
January 6 2025

Weekly Cash Commentary

August 12 2022
Markets/Economy .
Article Beyond the headline
August 15 2022

Weekly Cash Commentary