Insights

5 minute read

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

3 minute read

Facing criticism and uncertainty, Fed Chair Powell makes things worse by dismissing the SEP.

4 minute read

The question: Has Moody’s downgrade of the US credit rating impacted money market funds?

3 minute read

For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back. 

7 minute read

Labor market remains solid, despite tariff uncertainty.

5 minute read

Trump's policy reversals buoy markets.  

2 minute read

The stability of the money markets is shining amid the greater financial turbulence.

5 minute read

Fed stays in wait-and-see mode, but makes major changes to its forecast

3 minute read

'Uncertainty' dominated the FOMC meeting this week.

4 minute read

The rally broadens.

3 minute read

For liquidity investors, the Fed decision to pause cuts matters more than Powell and Trump locking horns.

2 minute read

Three things to watch in 2025.

5 minute read

Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.

3 minute read

Republicans closing in on 'Red Trifecta.'  

3 minute read

Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.

3 minute read

Noisy data and election uncertainty might slow Fed easing.

4 minute read

Interest rates have fallen, but in the liquidity space, the sky has not.

1 minute read

Weekly Cash Commentary

6 minute read

Federal Reserve ‘recalibrates’ monetary policy.

3 minute read

The data did not support the large cut, but the Fed did not want to seem behind the curve.