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Liquidity
June 13 2024
Markets/Economy .
Article

2 minute read

Zig and zag
June 17 2024

Weekly Cash Commentary

June 7 2024
Markets/Economy .
Article

2 minute read

Labor market data diverges
June 10 2024

Weekly Cash Commentary

June 3 2024
Markets/Economy .
Article

1 minute read

Watch out for sneaky inflation maneuvers
June 3 2024

Weekly Cash Commentary

June 12 2024
Liquidity .
Article

5 minute read

Filling the pool again
June 3 2024

With the Fed on hold and tax collection over, assets resume flowing into liquidity products. 

May 23 2024
Markets/Economy .
Article

2 minute read

Did the Fed really just mention tightening?
May 28 2024

Weekly Cash Commentary

May 20 2024
Markets/Economy .
Article

1 minute read

A little bit goes a long way
May 20 2024

Weekly Cash Commentary

May 15 2024
Markets/Economy .
Article

3 minute read

Why the Treasury wants its bonds back
May 16 2024

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

May 10 2024
Markets/Economy .
Article

2 minute read

On the same page
May 13 2024

Weekly Cash Commentary

May 6 2024
Markets/Economy .
Article

2 minute read

Weaker labor market in April helps Fed
May 6 2024

Weekly Cash Commentary

May 1 2024
Monetary Policy .
Article

4 minute read

Extra innings
May 2 2024

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

April 29 2024
Markets/Economy .
Article

2 minute read

Inflation steady
April 29 2024

Weekly Cash Commentary

April 22 2024
Markets/Economy .
Article

2 minute read

The outcome of income
April 22 2024

Weekly Cash Commentary

April 15 2024
Markets/Economy .
Article

2 minute read

A numbers guy
April 15 2024

Weekly Cash Commentary

April 9 2024
Markets/Economy .
Article

1 minute read

Hope you get to see the eclipse...
April 8 2024

Weekly Cash Commentary

March 28 2024
Markets/Economy .
Article

1 minute read

Inflation balances out
April 1 2024

Weekly Cash Commentary

April 1 2024
Liquidity .
Article

3 minute read

Investing in the now
April 1 2024

The Fed is not feeling pressure to cut rates.

March 25 2024
Markets/Economy .
Article

1 minute read

Fed still projecting three cuts
March 25 2024

Weekly Cash Commentary

March 18 2024
Monetary Policy .
Article

2 minute read

The dots are the point
March 20 2024

The Fed's dot plot held the intrigue at the FOMC meeting.

March 15 2024
Markets/Economy .
Article

1 minute read

Steady going
March 18 2024

Weekly Cash Commentary

March 8 2024
Markets/Economy .
Article

1 minute read

Big show comes next week
March 11 2024

Weekly Cash Commentary

March 4 2024
Markets/Economy .
Article

2 minute read

Eye of the beholder
March 4 2024

Weekly Cash Commentary

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

February 23 2024
Markets/Economy .
Article

2 minute read

Hedging their bets
February 26 2024

Weekly Cash Commentary

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

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

Weekly Cash Commentary