2 minute read
Weekly Cash Commentary
Weekly Bond Commentary
1 minute read
Will the relief rally — and fragile Iran ceasefire — hold?
7 minute read
But will the Iran conflict weigh on employment in the coming weeks?
4 minute read
Assets sent to the money markets due to the Iran conflict might stay for the yields.
Oil prices prompt a drastic shift in expectations for global central bank policy.
Much depends on how long the Strait of Hormuz is blocked during the Iran conflict.
6 minute read
Will its next policy move be another pause, a cut or a hike? It depends.
8 minute read
If the Iran war does not derail it, the US economy should remain strong.
Rise in oil prices might goose inflation just as the US labor market appears to be weakening.
10 minute read
US bond markets are relatively stable in the face of potential disruption.
US labor market was strong across the board in January.
Equity rally broadens out amid positive January Barometer.
3 minute read
From a subpoena to a nomination, the Fed dominated the financial headlines.
Policy fog now begins to lift after this week's rate-cut pause.
With attractive yields and solid credit, demand for corporate bonds continues to be strong.
We think GDP growth could reach 3.3% in 2026.
If the future keeps bond investors awake at night, the present is complicated too.
5 minute read
But midterm elections and Fed leadership transition could spark volatility.
Sue Hill provides her insight after the anticipated December FOMC meeting, along with what is expected from the Fed in 2026.
Data-dependent bond markets shrugged off uncertainty to end a strong year.
Trump’s pressure on the Fed notwithstanding, the money markets have much to celebrate.
Fed holds rates, and Chair Powell sidesteps President Trump's pressure.
There are no short cuts when it comes to excellence in service.
Facing criticism and uncertainty, Fed Chair Powell makes things worse by dismissing the SEP.
The question: Has Moody’s downgrade of the US credit rating impacted money market funds?
Equity and fixed-income investors are responding differently to tariff and fiscal policy uncertainty.
Week Cash Commentary
Solid US economic data also helps as equities reverse their April freefall.
Import surge pushes first-quarter GDP into the red.
Trump's attacks make it harder for the Fed Chair to steer the economy through the storm.
Trump's policy reversals buoy markets.
Should investors focus on solid hard data or weak soft data?