3 minute read
The data did not support the large cut, but the Fed did not want to seem behind the curve.
2 minute read
The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.
5 minute read
With the Fed on hold and tax collection over, assets resume flowing into liquidity products.
8 minute read
Does today’s soft jobs report successfully change the Fed's narrative?
Three things to watch in 2024.
A surprisingly strong economy could mean higher for longer, longer
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.