Insights

5 minute read

A hawkish Fed and buoyant economy outweighed falling oil prices.

4 minute read

With Chair Warsh minimizing direct Fed communication, we must look broader to discern policy. 

7 minute read

Looks like new Chair Warsh might be 'independent' after all.

2 minute read

The Kevin Warsh era already looks different.

7 minute read

Is a Fed rate hike on the horizon?

4 minute read

Navigating higher yields, tight spreads, and a narrow opportunity set.

3 minute read

Hard for the new leader to distance himself from the White House when the swearing-in happened there. 

3 minute read

It seems the long end of the curve is trying to tell us something.

4 minute read

Powell will no longer speak from the podium, but by remaining on the Fed board, his voice remains.

4 minute read

Bond markets gave up gains during Q1 as inflation concerns outweighed risk-off instincts.

4 minute read

Assets sent to the money markets due to the Iran conflict might stay for the yields.

6 minute read

Will its next policy move be another pause, a cut or a hike? It depends.

3 minute read

A potential 'chair pro tempore' and the criminal probe dominated the Fed's policy-setting meeting. 

1 minute read

Inflation and private credit concerns offset accelerating US growth.

3 minute read

Yields have descended since the peak of 2023 but may settle at more competitive levels than before that spike.

5 minute read

Yield curve dynamics may be in flux once Warsh is in office.

3 minute read

From a subpoena to a nomination, the Fed dominated the financial headlines.

2 minute read

Federal Reserve Chair Powell stuck to the script at the FOMC meeting yesterday.

6 minute read

If the future keeps bond investors awake at night, the present is complicated too.

5 minute read

Trump’s pressure on the Fed notwithstanding, the money markets have much to celebrate.