2 minute read
The Fed opts against raising rates, but doesn't rule out another hike this year.
5 minute read
Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.
3 minute read
Senior Portfolio Manager R.J. Gallo can think of seven reasons.
1 minute read
Weekly Bond Commentary
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.
Higher-for-longer rates can be beneficial for dividend strategies.
The Fed skipped a rate hike but suggested more could come.
The Fed raised rates again, but hinted it soon might be time to take a breather.
43 minute listen
Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.
Volatile markets can offer opportunities.
Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.
6 minute read
Simmering post-pandemic issues are raising the temperature.
7 minute read
The beats (hawkish Fed, strong jobs, surprise bank failure) keep coming.
As long as Americans keep spending, higher for longer may rule the day.
An improved high-yield asset class might not flash the same signs for reentry as in past economic downturns.
Three things to watch in 2023.
Consumers are showing restraint amid still-high inflation.
The Fed pushes back against market expectations.
Municipal securities have much to offer if the economy slows.
Wide corporate bond spreads are enticing, but the time to add to credit sectors hasn't come yet.
Fed Chair Powell indicates the pace of hikes is not as crucial as arriving at the right place.
Money market yields have returned to pre-GFC levels.
And they may get it as midterms seem to be trending the GOP's way.
Fed projections are less useful these days.