7 minute read
Magnificent Seven continue to outperform.
4 minute read
Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.
The Fed removed its tightening bias, opening the door to rate cuts.
3 minute read
Three things to watch in 2024.
2 minute read
The Fed now projects rate cuts in 2024, just not as many as the markets have.
6 minute read
Fed rate cuts not coming anytime soon.
As the economy slows across the board, the Fed is done hiking rates.
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
5 minute read
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Financial markets rally on perceived Fed pause.
The Fed wants more time and data as it looks to December's meeting.
Will it keep the Fed in play?