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Weekly Cash Commentary
1 minute read
3 minute read
The Fed is not feeling pressure to cut rates.
The Fed's dot plot held the intrigue at the FOMC meeting.
4 minute read
Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.
The Fed removed its tightening bias, opening the door to rate cuts.
Three things to watch in 2024.
The Fed now projects rate cuts in 2024, just not as many as the markets have.
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
The Fed didn't hike. That doesn't mean it's done.
The Fed wants more time and data as it looks to December's meeting.
Yet another shift in the Fed's SEP has the markets again playing defense.
The Fed opts against raising rates, but doesn't rule out another hike this year.
Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.
The new regulations for money funds don't change their value proposition.
With the impact of its tightening still not apparent, the Fed opted for another modest rate hike.
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.
The markets have finally listened to hawkish Fed speak.
The Fed skipped a rate hike but suggested more could come.
Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.
The Fed raised rates again, but hinted it soon might be time to take a breather.
Weeky Cash Commentary
What's behind the substantial rise in assets of money market vehicles?