2 minute read
Weekly Bond Commentary
3 minute read
Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.
1 minute read
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.
The U.S. Treasury’s plan to buy back some of its securities should have many benefits.
5 minute read
Is the equity market rally inconsistent with Fed policy?
The Fed's dot plot held the intrigue at the FOMC meeting.
7 minute read
Magnificent Seven continue to outperform.
The Fed now projects rate cuts in 2024, just not as many as the markets have.
Three things to watch in 2024.
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.