Insights

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Liquidity
March 4 2024
Markets/Economy .
Article

2 minute read

Data is in the eye of the beholder
March 4 2024

Weekly Cash Commentary

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

February 23 2024
Markets/Economy .
Article

2 minute read

Hedging bets
February 26 2024

Weekly Cash Commentary

February 16 2024
Markets/Economy .
Article

2 minute read

Not following the script
February 20 2024

Weekly Cash Commentary

February 12 2024
Markets/Economy .
Article

2 minute read

Staying on message
February 12 2024

Weekly Cash Commentary

February 2 2024
Markets/Economy .
Article

1 minute read

Federal Reserve has work to do
February 5 2024

Weekly Cash Commentary

February 22 2024
Markets/Economy .
Article

4 minute read

Sun setting on the tightening cycle
February 1 2024

The Fed removed its tightening bias, opening the door to rate cuts.

January 26 2024
Markets/Economy .
Article

2 minute read

Fed is in a holding pattern
January 29 2024

Weekly Cash Commentary

January 19 2024
Markets/Economy .
Article

1 minute read

The silver bells of December
January 22 2024

Weekly Cash Commentary

January 12 2024
Markets/Economy .
Article

2 minute read

Inflation double speak
January 16 2024

Weekly Cash Commentary

January 4 2024
Markets/Economy .
Article

2 minute read

Not enough guidance
January 8 2024

Weekly Cash Commentary

December 21 2023
Markets/Economy .
Article

2 minute read

Inflation still in the spotlight in 2024
January 2 2024

Weekly Cash Commentary

January 2 2024
2024 Outlook .
Article

3 minute read

A year of intrigue
January 2 2024

Three things to watch in 2024.

December 15 2023
Markets/Economy .
Article

2 minute read

Missed opportunity
December 18 2023

Weekly Cash Commentary

December 14 2023
Monetary Policy .
Article

2 minute read

Meeting the markets halfway
December 13 2023

The Fed now projects rate cuts in 2024, just not as many as the markets have.

December 8 2023
Markets/Economy .
Article

2 minute read

Heed these adages
December 11 2023

Weekly Cash Commentary

December 4 2023
Markets/Economy .
Article

2 minute read

Counting down the days to clarity
December 4 2023

Weekly Cash Commentary

December 1 2023
Liquidity .
Article

4 minute read

Cutting through the noise
December 1 2023

The markets have swung too far by forecasting multiple Fed rate cuts in 2024.

November 22 2023
Markets/Economy .
Article

1 minute read

Fed will proceed 'carefully'
November 27 2023

Weekly Cash Commentary

November 17 2023
Markets/Economy .
Article

2 minute read

Declining inflation takes spotlight from Congress
November 20 2023

Weekly Cash Commentary

November 10 2023
Markets/Economy .
Article

1 minute read

Powell wary of another inflation 'head fake'
November 13 2023

Weekly Cash Commentary

November 7 2023
Markets/Economy .
Article

2 minute read

Is the U.S. economy finally heeding the Fed's reins?
November 6 2023

Weekly Cash Commentary

November 1 2023
Liquidity .
Article

3 minute read

Wait and see
November 1 2023

The Fed wants more time and data as it looks to December's meeting.

November 17 2023
Markets/Economy .
Article

2 minute read

GDP warms up
October 30 2023

Weekly Cash Commentary

November 20 2023
Markets/Economy .
Article

2 minute read

Skip or pause?
October 23 2023

Weekly Cash Commentary

November 20 2023
Markets/Economy .
Article

2 minute read

Not helping
October 16 2023

Weekly Cash Commentary

November 20 2023
Markets/Economy .
Article

2 minute read

Fed must have it both ways
October 9 2023

Weekly Cash Commentary

November 20 2023
Markets/Economy .
Article

2 minute read

Inflation distorted by rising oil prices
October 2 2023

Weekly Cash Commentary