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Monetary Policy
February 11 2025
Monetary Policy .
Article

4 minute read

Positive January Barometer
February 12 2025

The rally broadens.

January 31 2025
Liquidity .
Article

3 minute read

Don't be distracted by the Fed drama
February 3 2025

For liquidity investors, the Fed decision to pause cuts matters more than Powell and Trump locking horns.

February 5 2025
2025 Outlook .
Article

2 minute read

A gorgeous vista for cash managers
January 2 2025

Three things to watch in 2025.

November 12 2024
Equity .
Article

5 minute read

Glide path no more?
November 13 2024

Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.

November 11 2024
Equity .
Article

3 minute read

Policy Trumps character
November 8 2024

Republicans closing in on 'Red Trifecta.'  

November 22 2024
Monetary Policy .
Article

3 minute read

Chair Powell was vague, until he wasn't
November 8 2024

Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.

November 4 2024
Politics .
Article

3 minute read

Fuzzy picture
November 1 2024

Noisy data and election uncertainty might slow Fed easing.

September 30 2024
Liquidity .
Article

4 minute read

Sky high
September 30 2024

Interest rates have fallen, but in the liquidity space, the sky has not.

September 19 2024
Equity .
Article

6 minute read

Go big or go home
September 20 2024

Federal Reserve ‘recalibrates’ monetary policy.

September 19 2024
Monetary Policy .
Article

3 minute read

A rate cut that makes you go hmmmm
September 19 2024

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

October 9 2024
Monetary Policy .
Article

2 minute read

First Fed cut is a slash
September 18 2024

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

September 5 2024
Markets/Economy .
Article

7 minute read

Labor market slowing across the board
September 6 2024

Fed on track to begin cutting rates later this month.

August 29 2024
Liquidity .
Article

4 minute read

Here we go again
August 30 2024

Markets are yet again pricing in too many Fed cuts.

July 31 2024
Monetary Policy .
Article

4 minute read

The Fed's balancing act
August 1 2024

The FOMC is back to considering both the labor market and inflation equally as it weighs cuts.

July 26 2024
Markets/Economy .
Article

7 minute read

Economic growth and inflation both higher than expected
July 26 2024

Combination could chill the Fed longer than the consensus believes.

July 1 2024
Liquidity .
Article

4 minute read

Much to celebrate, much to discuss
July 1 2024

A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.

June 28 2024
Markets/Economy .
Article

5 minute read

Train wreck
June 28 2024

The presidential debate may be the only one in the election cycle.

June 13 2024
Monetary Policy .
Article

7 minute read

Under promise, over deliver
June 14 2024

Despite dovish inflation data, Fed issues hawkish dots.

June 3 2024
Monetary Policy .
Article

2 minute read

Back on track?
June 3 2024

Weekly Bond Commentary

July 16 2024
Liquidity .
Article

5 minute read

Filling the pool again
June 3 2024

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

May 31 2024
Markets/Economy .
Article

6 minute read

Slower growth and sticky inflation
May 31 2024

Fed likely to take the summer off.

May 3 2024
Markets/Economy .
Article

8 minute read

Reversal of fortunes
May 3 2024

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

May 1 2024
Monetary Policy .
Article

4 minute read

Extra innings
May 2 2024

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

April 5 2024
Markets/Economy .
Article

8 minute read

Sidelined for longer
April 5 2024

Much stronger-than-expected jobs report keeps Fed rate cuts on hold.

April 1 2024
Liquidity .
Article

3 minute read

Investing in the now
April 1 2024

The Fed is not feeling pressure to cut rates.

March 18 2024
Monetary Policy .
Article

2 minute read

The dots are the point
March 20 2024

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

March 1 2024
Markets/Economy .
Article

7 minute read

Another day, another record high for stocks
March 1 2024

Magnificent Seven continue to outperform.

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

November 21 2024
Fixed Income .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

August 3 2023
Liquidity .
Article

4 minute read

New rules, same role
August 1 2023

The new regulations for money funds don't change their value proposition.