Weekly Cash Commentary
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.
The Treasury yield curve isn't matching the futures market’s view of rate hikes.
The Fed hiked rates and put inflation on notice with hawkish projections.
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.
Rate normalization is almost a go.
Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.
New year presents new opportunities across sectors.
Three things to watch in 2022.
The Fed increases the pace of taper and expectations for rate hikes.
Powell's nomination provides stability as uncertainty lingers.
Robust spending and low delinquencies bode well for yields.
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.
Finding value in a frequently misunderstood sector.
Weely Cash Commentary
Semiconductor shortage is an all-around positive for these asset-backed securities.
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.
Weekly Bond Commentary
Taper may start in November, with first rate hike by late next year.
Fed Chair Powell stuck to the script at the central bank symposium.
Usage of the Fed’s Reverse Repo Program keeps growing.
While curtailing bond purchases were discussed, the FOMC today offered little additional insight.
The Chair's trip to Capitol Hill showed just how patient the Fed intends to be.
The Fed finally raised the overnight reverse repo rate.
The Fed's slight adjustments to overnight rates should have a big impact.
The Fed's view of 'transitory' might be too long.