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Liquidity
February 16 2024
Markets/Economy .
Article

2 minute read

Inflation not following the script
February 20 2024

Weekly Cash Commentary

February 13 2024
Markets/Economy .
Article

2 minute read

Following up
February 12 2024

Weekly Cash Commentary

February 2 2024
Markets/Economy .
Article

1 minute read

Fed has work to do
February 5 2024

Weekly Cash Commentary

February 22 2024
Markets/Economy .
Article

4 minute read

Sun setting on the tightening cycle
February 1 2024

The Fed removed its tightening bias, opening the door to rate cuts.

January 26 2024
Markets/Economy .
Article

2 minute read

Holding pattern
January 29 2024

Weekly Cash Commentary

January 19 2024
Markets/Economy .
Article

1 minute read

December's silver bells
January 22 2024

Weekly Cash Commentary

January 12 2024
Markets/Economy .
Article

2 minute read

Inflation's double speak
January 16 2024

Weekly Cash Commentary

January 4 2024
Markets/Economy .
Article

2 minute read

Not much guidance
January 8 2024

Weekly Cash Commentary

January 2 2024
2024 Outlook .
Article

3 minute read

A year of intrigue
January 2 2024

Three things to watch in 2024.

December 21 2023
Markets/Economy .
Article

2 minute read

Inflation still center stage in 2024
January 2 2024

Weekly Cash Commentary

December 15 2023
Markets/Economy .
Article

2 minute read

Powell's missed opportunity
December 18 2023

Weekly Cash Commentary

December 14 2023
Monetary Policy .
Article

2 minute read

Meeting the markets halfway
December 13 2023

The Fed now projects rate cuts in 2024, just not as many as the markets have.

December 8 2023
Markets/Economy .
Article

2 minute read

Heed these sayings
December 11 2023

Weekly Cash Commentary

December 4 2023
Markets/Economy .
Article

1 minute read

Counting down the days
December 4 2023

Weekly Cash Commentary

December 1 2023
Liquidity .
Article

4 minute read

Cutting through the noise
December 1 2023

The markets have swung too far by forecasting multiple Fed rate cuts in 2024.

November 22 2023
Markets/Economy .
Article

1 minute read

Fed proceeding 'carefully'
November 27 2023

Weekly Cash Commentary

November 17 2023
Markets/Economy .
Article

2 minute read

Inflation's decline takes spotlight from Congress
November 20 2023

Weekly Cash Commentary

November 10 2023
Markets/Economy .
Article

1 minute read

Powell wary of an inflation 'head fake'
November 13 2023

Weekly Cash Commentary

November 6 2023
Markets/Economy .
Article

2 minute read

Is the economy finally heeding the Fed's reins?
November 6 2023

Weekly Cash Commentary

November 2 2023
Monetary Policy .
Article

2 minute read

A focused Fed
November 1 2023

The Fed didn't hike. That doesn't mean it's done.

November 1 2023
Liquidity .
Article

3 minute read

Wait and see
November 1 2023

The Fed wants more time and data as it looks to December's meeting.

October 27 2023
Markets/Economy .
Article

2 minute read

GDP heats up
October 30 2023

Weekly Cash Commentary

October 23 2023
Markets/Economy .
Article

2 minute read

Pause or skip?
October 23 2023

Weekly Cash Commentary

October 12 2023
Markets/Economy .
Article

2 minute read

Not much help
October 16 2023

Weekly Cash Commentary

October 9 2023
Markets/Economy .
Article

2 minute read

The Fed must have it both ways
October 9 2023

Weekly Cash Commentary

October 2 2023
Markets/Economy .
Article

2 minute read

Rising oil prices distort inflation
October 2 2023

Weekly Cash Commentary

September 28 2023
Monetary Policy .
Article

3 minute read

Changing the game plan
October 2 2023

Yet another shift in the Fed's SEP has the markets again playing defense. 

September 25 2023
Markets/Economy .
Article

2 minute read

Fed's November meeting looms large
September 25 2023

Weekly Cash Commentary

September 20 2023
Monetary Policy .
Article

2 minute read

Proceeding carefully
September 20 2023

The Fed opts against raising rates, but doesn't rule out another hike this year.

September 15 2023
Markets/Economy .
Article

1 minute read

Of oil and onions
September 18 2023

Weekly Cash Commentary

September 8 2023
Markets/Economy .
Article

1 minute read

Confirmation of Fed policy, governors
September 11 2023

Weekly Cash Commentary

September 1 2023
Markets/Economy .
Article

2 minute read

Labor market paradox
September 5 2023

Weekly Cash Commentary

September 1 2023
Monetary Policy .
Article

4 minute read

Pushback
September 1 2023

Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.  

August 25 2023
Markets/Economy .
Article

2 minute read

The hills are alive with the sound of bankers
August 28 2023

Weekly Cash Commentary

August 21 2023
Markets/Economy .
Article

1 minute read

Looking to the past to gauge the future
August 21 2023

Weekly Cash Commentary

August 11 2023
Markets/Economy .
Article

1 minute read

Slow to change
August 14 2023

Weekly Cash Commentary

August 7 2023
Markets/Economy .
Article

2 minute read

Fitch waves amount to ripples
August 7 2023

Weekly Cash Commentary

August 3 2023
Liquidity .
Article

4 minute read

New rules, same role
August 1 2023

The new regulations for money funds don't change their value proposition.   

July 28 2023
Markets/Economy .
Article

1 minute read

Wherefore art thou, Recession?
July 31 2023

Weekly Cash Commentary 

July 26 2023
Monetary Policy .
Article

2 minute read

Middle ground
July 26 2023

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

July 24 2023
Markets/Economy .
Article

1 minute read

Focus on Powell
July 24 2023

Weekly Cash Commentary

July 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

July 14 2023
Markets/Economy .
Article

2 minute read

Fed sporting blinders
July 17 2023

Weekly Cash Commentary

July 7 2023
Markets/Economy .
Article

2 minute read

More to come
July 10 2023

Weekly Cash Commentary

June 30 2023
Markets/Economy .
Article

1 minute read

More restriction likely on the way
July 3 2023

Weekly Cash Commentary

July 3 2023
Monetary Policy .
Article

3 minute read

Falling in line
July 3 2023

The markets have finally listened to hawkish Fed speak.

June 26 2023
Markets/Economy .
Article

2 minute read

Different building, same words
June 26 2023

Weekly Cash Commentary

June 20 2023
Markets/Economy .
Article

2 minute read

The Fed punts
June 20 2023

Weekly Cash Commentary

June 14 2023
Markets/Economy .
Article

2 minute read

Preparing for the next step
June 14 2023

The Fed skipped a rate hike but suggested more could come. 

June 12 2023
Markets/Economy .
Article

2 minute read

Fed faces late-arriving inflation report
June 12 2023

Weekly Cash Commentary

June 5 2023
Markets/Economy .
Article

2 minute read

Whether a hop, skip or jump, Fed might not hike in June
June 5 2023

Weekly Cash Commentary

June 14 2023
Markets/Economy .
Article

3 minute read

The coming deluge
June 1 2023

Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.

May 25 2023
Liquidity .
Article

2 minute read

Wrong direction
May 30 2023

Weekly Cash Commentary

May 19 2023
Markets/Economy .
Article

2 minute read

Have money, will spend
May 22 2023

Weekly Cash Commentary

May 15 2023
Markets/Economy .
Article

1 minute read

Slow going
May 15 2023

Weekly Cash Commentary

May 5 2023
Markets/Economy .
Article

2 minute read

20-20 on 25
May 8 2023

Weekly Cash Commentary

May 3 2023
Monetary Policy .
Article

2 minute read

Could the latest be the last?
May 3 2023

The Fed raised rates again, but hinted it soon might be time to take a breather.

May 1 2023
Markets/Economy .
Article

2 minute read

Much for the Fed to consider
May 1 2023

Weeky Cash Commentary

July 5 2023
Markets/Economy .
Article

4 minute read

Capital inflows
May 1 2023

What's behind the substantial rise in assets of money market vehicles?

April 26 2023
Markets/Economy .
Article

1 minute read

Blackout
April 24 2023

Weekly Cash Commentary

April 28 2023
Markets/Economy .
Article

2 minute read

Things are about to get interesting at the Fed
April 17 2023

Weekly Cash Commentary

April 28 2023
Markets/Economy .
Article

2 minute read

All Fed meetings are special these days
April 10 2023

Weekly Cash Commentary

April 28 2023
Markets/Economy .
Article

1 minute read

Inflation again in the sights
April 3 2023

Weekly Cash Commentary

April 28 2023
Liquidity .
Article

3 minute read

One Fed, two jobs
April 3 2023

The Federal Reserve’s dual function as regulator and policy-setter has been on display.

April 28 2023
Markets/Economy .
Article

2 minute read

Drama concluded?
March 27 2023

Weekly Cash Commentary

April 28 2023
Monetary Policy .
Article

3 minute read

Balancing act
March 22 2023

Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.

April 28 2023
Markets/Economy .
Article

3 minute read

Drama continued
March 20 2023

Weekly Cash Commentary

August 24 2023
Liquidity .
Article

6 minute read

Next steps
March 14 2023

The Fed’s response to the collapse of SVB puts pressure on the Treasury and the FOMC decision next week.

May 22 2023
Markets/Economy .
Article

2 minute read

Drama upstaged
March 13 2023

Weekly Cash Commentary

April 28 2023
Markets/Economy .
Article

2 minute read

Pendulum swings too far yet again
March 6 2023

Weekly Cash Commentary

April 28 2023
Liquidity .
Article

4 minute read

Coming to terms
March 1 2023

Investors have begrudgingly capitulated to a still-hawkish Fed.

April 28 2023
Markets/Economy .
Article

1 minute read

Haunting words
February 27 2023

Weekly Cash Commentary

August 12 2022
Markets/Economy .
Article Beyond the headline
August 15 2022

Weekly Cash Commentary