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Liquidity
May 6 2022
Markets/Economy .
Article Undeniably hawkish Fed
May 9 2022

Weekly Cash Commentary

May 6 2022
Monetary Policy .
Article Driving the point home
May 4 2022

With a 50 basis-point hike, the Fed hopes to stick it to inflation. 

May 2 2022
Markets/Economy .
Article Quiet before the storm
May 2 2022

Weekly Cash Commentary

May 2 2022
Liquidity .
Article The table is set
May 2 2022

The Fed rate cycle and the SEC money fund reform process are ready to begin in earnest.

April 22 2022
Markets/Economy .
Article A seat at the table
April 25 2022

Weekly Cash Commentary

April 19 2022
Markets/Economy .
Article A single mandate?
April 18 2022

Weekly Cash Commentary

April 11 2022
Markets/Economy .
Article 'Expeditiously' is the new 'transitory'
April 11 2022

Weekly Cash Commentary

April 4 2022
Markets/Economy .
Article Strong jobs report kepts Fed on track
April 4 2022

Weekly Cash Commentary

April 7 2022
Liquidity .
Article Balancing expectations
April 1 2022

The Treasury yield curve isn't matching the futures market’s view of rate hikes.

March 28 2022
Markets/Economy .
Article Powell doubles down
March 28 2022

Weekly Cash Commentary

March 18 2022
Markets/Economy .
Article A hike and then some
March 21 2022

Weekly Cash Commentary

April 4 2022
Monetary Policy .
Article An aggressive Fed
March 16 2022

The Fed hiked rates and put inflation on notice with hawkish projections.

March 14 2022
Markets/Economy .
Article Not so elementary
March 14 2022

Weekly Cash Commentary

March 7 2022
Markets/Economy .
Article Powell reveals his vote
March 7 2022

Weekly Cash Commentary

March 1 2022
Monetary Policy .
Article Rates' projected path looms large
March 1 2022

The FOMC 'dot plot' will be as important as an actual hike.

February 28 2022
Markets/Economy .
Article Ukraine crisis might hinder Fed response to inflation
February 28 2022

Weekly Cash Commentary

March 7 2022
Ukraine Crisis .
Article Conflict may slow Fed's plans
February 24 2022

The crisis in Ukraine likely takes a 50 basis-point hike in March off the table. 

February 18 2022
Markets/Economy .
Article How fast is fast?
February 22 2022

Weekly Cash Commentary

February 14 2022
Markets/Economy .
Article Going once, going twice, sold?
February 14 2022

Weekly Cash Commentary

February 7 2022
Markets/Economy .
Article Fed dual mandate met
February 7 2022

Weekly Cash Commentary

February 24 2022
Monetary Policy .
Article Ready, set...
February 1 2022

Rate normalization is almost a go.

January 31 2022
Markets/Economy .
Article The long view
January 31 2022

Weekly Cash Commentary

February 2 2022
Fixed Income .
Podcast Munis and infrastructure
January 28 2022

Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.

 

April 7 2022
Monetary Policy .
Article A hawkish clarification
January 26 2022

The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.

January 24 2022
Markets/Economy .
Article Fed thinking digitally
January 24 2022

Weekly Cash Commentary

January 18 2022
Markets/Economy .
Article Pressure on prices and policymakers
January 17 2022

Weekly Cash Commentary

January 25 2022
2022 Outlook .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

January 10 2022
Markets/Economy .
Article Aggressive Fed
January 10 2022

Weekly Cash Commentary

February 8 2022
2022 Outlook .
Article Onward and upward
January 3 2022

Three things to watch in 2022.

December 30 2021
Markets/Economy .
Article Optimism for the new year
January 3 2022

Weekly Cash Commentary

January 11 2022
2022 Outlook .
Article Navigating crosscurrents of Fed policy, growth and spreads
January 3 2022

Three things to watch in 2022.

December 17 2021
Markets/Economy .
Article Hikes on the horizon
December 20 2021

Weekly Cash Commentary

December 15 2021
Monetary Policy .
Article Acceleration
December 15 2021

The Fed increases the pace of taper and expectations for rate hikes.

December 10 2021
Markets/Economy .
Article Hot potato
December 13 2021

Weekly Cash Commentary

December 3 2021
Markets/Economy .
Article A faster Fed
December 6 2021

Weekly Cash Commentary

December 17 2021
Liquidity .
Article Continuity is critical
December 1 2021

Powell's nomination provides stability as uncertainty lingers.

November 29 2021
Markets/Economy .
Article Consumers leaving the house to shop
November 29 2021

Weekly Cash Commentary

November 22 2021
Markets/Economy .
Article And the winner is...
November 22 2021

Weekly Cash Commentary

November 16 2021
Fixed Income .
Article Resilient consumers put holiday bow on credit card ABS
November 16 2021

Robust spending and low delinquencies bode well for yields.

November 15 2021
Markets/Economy .
Article Keeping our eyes on the prize
November 15 2021

Weekly Cash Commentary

November 5 2021
Markets/Economy .
Article And it begins
November 8 2021

Weekly Cash Commentary

November 3 2021
Monetary Policy .
Article Taper is on; rate hikes TBD
November 3 2021

The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.

November 1 2021
Markets/Economy .
Article Will the Fed play ball?
November 1 2021

Weekly Cash Commentary

December 1 2021
Liquidity .
Article A familiar course
November 1 2021

The success of the Fed’s first taper gives us confidence it will work well again.

November 16 2021
Fixed Income .
Article Student loan ABS, beyond the headlines
October 27 2021

Finding value in a frequently misunderstood sector.

October 25 2021
Markets/Economy .
Article Time to taper
October 25 2021

Weely Cash Commentary

October 18 2021
Markets/Economy .
Article A fork in the road
October 18 2021

Weekly Cash Commentary

November 5 2021
Fixed Income .
Article Chips are down but auto ABS opportunity is up
October 12 2021

Semiconductor shortage is an all-around positive for these asset-backed securities.

October 15 2021
Markets/Economy .
Article Reasonable progress?
October 11 2021

Weekly Cash Commentary

October 4 2021
Markets/Economy .
Article One down, two to go
October 4 2021

Weekly Cash Commentary

October 20 2021
Liquidity .
Article Capitol expenditures
October 1 2021

The drama over the debt ceiling is a waste of time and energy.

October 13 2021
Monetary Policy .
Article Servicing the debt
September 27 2021

Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.

September 24 2021
Markets/Economy .
Article Sooner rather than later
September 27 2021

Weekly Bond Commentary

September 24 2021
Markets/Economy .
Article Nuance
September 27 2021

Weekly Cash Commentary

September 22 2021
Monetary Policy .
Article A hawkish Fed tilt
September 22 2021

Taper may start in November, with first rate hike by late next year.

September 20 2021
Markets/Economy .
Article Tapering on tap?
September 20 2021

Weekly Cash Commentary

September 10 2021
Markets/Economy .
Article Fed taking the long view
September 13 2021

Weekly Cash Commentary

September 3 2021
Markets/Economy .
Article Delta variant impacts job market
September 7 2021

Weekly Cash Commentary

September 22 2021
Liquidity .
Article No surprises this time
August 31 2021

Fed Chair Powell stuck to the script at the central bank symposium.

August 30 2021
Markets/Economy .
Article Not this time
August 30 2021

Weekly Cash Commentary

August 23 2021
Markets/Economy .
Article Timing is everything
August 23 2021

Weekly Cash Commentary

August 16 2021
Markets/Economy .
Article Discussing less
August 16 2021

Weekly Cash Commentary

August 6 2021
Markets/Economy .
Article The Fed has a word for that
August 9 2021

Weekly Cash Commentary

August 2 2021
Markets/Economy .
Article A lot of talk
August 2 2021

Weekly Cash Commentary

July 30 2021
Liquidity .
Article Looking like a trillion bucks
July 30 2021

Usage of the Fed’s Reverse Repo Program keeps growing.

July 29 2021
Monetary Policy .
Article Talking taper, but not much else
July 28 2021

While curtailing bond purchases were discussed, the FOMC today offered little additional insight.

July 26 2021
Markets/Economy .
Article You never know
July 26 2021

Weekly Cash Commentary

July 16 2021
Markets/Economy .
Article More than 'transitory'
July 19 2021

Weekly Cash Commentary

July 15 2021
Monetary Policy .
Article Powell calm despite inflation storm
July 15 2021

The Chair's trip to Capitol Hill showed just how patient the Fed intends to be.

July 8 2021
Markets/Economy .
Article Fed weighing more repo facilities
July 12 2021

Weekly Cash Commentary

July 2 2021
Markets/Economy .
Article Job market improves but still low
July 6 2021

Weekly Cash Commentary

July 14 2021
Liquidity .
Article About time
July 1 2021

The Fed finally raised the overnight reverse repo rate.

June 28 2021
Markets/Economy .
Article Jury is still out
June 28 2021

Weekly Cash Commentary

June 21 2021
Markets/Economy .
Article The Fed comes through
June 21 2021

Weekly Cash Commentary

June 16 2021
Interest Rates .
Article No small matter
June 16 2021

The Fed's slight adjustments to overnight rates should have a big impact.

June 11 2021
Markets/Economy .
Article The plot thickens
June 14 2021

Weekly Cash Commentary

June 4 2021
Markets/Economy .
Article Fed calling the shots, for now
June 7 2021

Weekly Cash Commentary

June 2 2021
Markets/Economy .
Article Noisy data
June 1 2021

Weekly Cash Commentary

June 21 2021
Liquidity .
Article A temporary dilemma
June 1 2021

The Fed's view of 'transitory' might be too long.

May 21 2021
Markets/Economy .
Article Burying the lead
May 24 2021

Weekly Cash Commentary

May 17 2021
Markets/Economy .
Article Slugging it out
May 17 2021

Weekly Cash Commentary

April 5 2021
Markets/Economy .
Article Lots of news, little action in Q1
April 5 2021

Weekly Cash Commentary