With a 50 basis-point hike, the Fed hopes to stick it to inflation.
The Fed rate cycle and the SEC money fund reform process are ready to begin in earnest.
More rate hikes would favor cash, floating-rate securities and value stocks.
The Fed's abundant messaging has the market doing its work for it.
Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…
Bonds wrestle with pricing Fed, war and inflation outcomes.
The only question for investors: at what cost?
A host of negative factors could end the recent rally.
Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.
The Treasury yield curve isn't matching the futures market’s view of rate hikes.
Policymakers don't want to undo 40 years of restrained inflation expectations.
The Fed hiked rates and put inflation on notice with hawkish projections.
Ukraine, energy, inflation and Fed driving markets.
The FOMC 'dot plot' will be as important as an actual hike.
The crisis in Ukraine likely takes a 50 basis-point hike in March off the table.
A better back-half looms for equity investors. Getting there could be rocky.
Fed must juggle inflation versus recession risks.
Rate normalization is almost a go.
The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.
Three things to watch in 2022.
Omicron is weighing on psyches, but not so much markets ... yet.
The Fed increases the pace of taper and expectations for rate hikes.
Market risks stay skewed to upside but inflation and possible policy errors lurk.
The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.
The success of the Fed’s first taper gives us confidence it will work well again.
Still room to run, with a tilt toward cyclical companies with pricing power.
Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Bond market plods ahead amid looming uncertainties.
The drama over the debt ceiling is a waste of time and energy.
Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.
Taper may start in November, with first rate hike by late next year.
A near-term pullback could represent an opportunity for long-term investors.
Biden’s decision on Powell and others risks market volatility
Fed Chair Powell stuck to the script at the central bank symposium.
Uncertainties linger when you dig into the weeds.
Uncertainties and vacations may feed volatility but bull trend carries on.
Usage of the Fed’s Reverse Repo Program keeps growing.
While curtailing bond purchases were discussed, the FOMC today offered little additional insight.
It's easy money all over despite rising inflation.
The Chair's trip to Capitol Hill showed just how patient the Fed intends to be.
Policy errors and Fed could pose problems later but it’s full steam ahead for now.
Bond market is priced, somewhat, for the Fed to get inflation right.
The Fed finally raised the overnight reverse repo rate.
As the central bank awakens to inflation risks, our policy-error fear fades.
America's back and the troubles are (arguably) fleeting ... in the nearer term.
The Fed's slight adjustments to overnight rates should have a big impact.
But what creates and drives it is what matters for the markets.
They continue to confound as growth surges and prices accelerate.
For now, the bull is fine. But we're monitoring for potential longer-term health issues.
The Fed's view of 'transitory' might be too long.
Why are bond yields range-bound?
Perhaps a market hung up on stimulus should appreciate what it has.