5 minute read
Trump's policy reversals buoy markets.
2 minute read
The stability of the money markets is shining amid the greater financial turbulence.
Fed stays in wait-and-see mode, but makes major changes to its forecast
3 minute read
'Uncertainty' dominated the FOMC meeting this week.
4 minute read
The rally broadens.
For liquidity investors, the Fed decision to pause cuts matters more than Powell and Trump locking horns.
Three things to watch in 2025.
Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.
Republicans closing in on 'Red Trifecta.'
Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.
Noisy data and election uncertainty might slow Fed easing.
Interest rates have fallen, but in the liquidity space, the sky has not.
6 minute read
Federal Reserve ‘recalibrates’ monetary policy.
The data did not support the large cut, but the Fed did not want to seem behind the curve.
The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.
7 minute read
Fed on track to begin cutting rates later this month.
Markets are yet again pricing in too many Fed cuts.
The FOMC is back to considering both the labor market and inflation equally as it weighs cuts.
Combination could chill the Fed longer than the consensus believes.
A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.
The presidential debate may be the only one in the election cycle.
Despite dovish inflation data, Fed issues hawkish dots.
Weekly Bond Commentary
With the Fed on hold and tax collection over, assets resume flowing into liquidity products.
Fed likely to take the summer off.
8 minute read
Does today’s soft jobs report successfully change the Fed's narrative?
The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected.
Three things to watch in 2024.
The new regulations for money funds don't change their value proposition.