4 minute read
A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.
5 minute read
The presidential debate may be the only one in the election cycle.
7 minute read
Despite dovish inflation data, Fed issues hawkish dots.
2 minute read
Weekly Bond Commentary
With the Fed on hold and tax collection over, assets resume flowing into liquidity products.
6 minute read
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.
Much stronger-than-expected jobs report keeps Fed rate cuts on hold.
3 minute read
The Fed is not feeling pressure to cut rates.
The Fed's dot plot held the intrigue at the FOMC meeting.
Magnificent Seven continue to outperform.
Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.
The Fed removed its tightening bias, opening the door to rate cuts.
Three things to watch in 2024.
The Fed now projects rate cuts in 2024, just not as many as the markets have.
Fed rate cuts not coming anytime soon.
As the economy slows across the board, the Fed is done hiking rates.
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Financial markets rally on perceived Fed pause.
The Fed didn't hike. That doesn't mean it's done.
The Fed wants more time and data as it looks to December's meeting.
Will it keep the Fed in play?
Yet another shift in the Fed's SEP has the markets again playing defense.
Fed plans to keep interest rates higher for longer.
The Fed opts against raising rates, but doesn't rule out another hike this year.
Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.
Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.
The evidence so far suggests not a lot.
The new regulations for money funds don't change their value proposition.