Insights

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Markets/Economy
June 18 2024
Equity .
Article

6 minute read

Passing the buck on higher energy prices
June 18 2024

Filling up at the pump matters to voters.

June 13 2024
Markets/Economy .
Article

2 minute read

Zig Zag
June 17 2024

Weekly Cash Commentary

June 13 2024
Monetary Policy .
Article

7 minute read

Under promise, over deliver
June 14 2024

Despite dovish inflation data, Fed issues hawkish dots.

June 7 2024
Markets/Economy .
Article

2 minute read

Labor market reports diverge
June 10 2024

Weekkly Cash Commentary

June 7 2024
Equity .
Article

8 minute read

Labor market divergence
June 7 2024

Nonfarm payroll strength belies weakness in other areas.

June 3 2024
Markets/Economy .
Article

1 minute read

Watch out for sneaky inflation moves
June 3 2024

Weekly Cash Commentary

June 12 2024
Liquidity .
Article

5 minute read

Filling the pool again
June 3 2024

With the Fed on hold and tax collection over, assets resume flowing into liquidity products. 

May 31 2024
Markets/Economy .
Article

6 minute read

Slower growth and sticky inflation
May 31 2024

Fed likely to take the summer off.

May 23 2024
Markets/Economy .
Article

2 minute read

Did the Fed just mention tightening?
May 28 2024

Weekly Cash Commentary

May 23 2024
Markets/Economy .
Article

7 minute read

Demographic winter
May 24 2024

Baby bust fuels need for immigration and Social Security reform.

May 20 2024
Markets/Economy .
Article

1 minute read

Little bit goes a long way
May 20 2024

Weekly Cash Commentary

May 17 2024
Markets/Economy .
Article

6 minute read

Any news is good news
May 17 2024

Stocks soar as CPI eases despite declining retail sales and confidence.

May 15 2024
Markets/Economy .
Article

3 minute read

Why the Treasury wants its bonds back
May 16 2024

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

May 10 2024
Markets/Economy .
Article

2 minute read

Toeing the line
May 13 2024

Weekly Cash Commentary

May 9 2024
Markets/Economy .
Article

4 minute read

Is immigration helping to slow wage growth?
May 10 2024

Other inflation metrics remain sticky and persistent.

May 6 2024
Markets/Economy .
Article

2 minute read

Softer labor market in April helps Fed
May 6 2024

Weekly Cash Commentary

May 3 2024
Markets/Economy .
Article

8 minute read

Reversal of fortunes
May 3 2024

Does today’s soft jobs report successfully change the Fed's narrative?

May 1 2024
Monetary Policy .
Article

4 minute read

Extra innings
May 2 2024

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

April 29 2024
Markets/Economy .
Article

2 minute read

Inflation holding steady
April 29 2024

Weekly Cash Commentary

April 26 2024
Markets/Economy .
Article

7 minute read

Stagflation risk grows
April 26 2024

Cooling GDP and accelerating inflation problematic for the Fed.

April 22 2024
Markets/Economy .
Article

2 minute read

The outcome from income
April 22 2024

Weekly Cash Commentary

April 19 2024
Markets/Economy .
Article

5 minute read

Earnings still matter
April 19 2024

With yields rising and P/Es contracting, we need good first-quarter earnings.

April 15 2024
Markets/Economy .
Article

2 minute read

Numbers guy
April 15 2024

Weekly Cash Commentary

April 12 2024
Markets/Economy .
Article

6 minute read

Too hot to handle
April 12 2024

Re-accelerating inflation and strong labor market delay Fed cuts.

April 9 2024
Markets/Economy .
Article

1 minute read

Hope you get a chance to see the eclipse...
April 8 2024

Weekly Cash Commentary

April 5 2024
Markets/Economy .
Article

8 minute read

Sidelined for longer
April 5 2024

Much stronger-than-expected jobs report keeps Fed rate cuts on hold.

April 1 2024
Liquidity .
Article

3 minute read

Investing in the now
April 1 2024

The Fed is not feeling pressure to cut rates.

March 28 2024
Markets/Economy .
Article

1 minute read

Inflation balances out in March
April 1 2024

Weekly Cash Commentary

April 1 2024
Markets/Economy .
Article

6 minute read

What's the rush?
March 28 2024

With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.

March 25 2024
Markets/Economy .
Article

2 minute read

Fed hopes three's a charm
March 25 2024

Weekly Cash Commentary

March 22 2024
Markets/Economy .
Article

5 minute read

Contradiction
March 22 2024

Is the equity market rally inconsistent with Fed policy?

March 15 2024
Markets/Economy .
Article

2 minute read

Staying calm
March 18 2024

Weekly Cash Commentary

March 14 2024
Markets/Economy .
Article

5 minute read

State of the economy
March 12 2024

Biden left more questions than answers about his economic policies in his SOTU address.

March 8 2024
Markets/Economy .
Article

1 minute read

Big show arrives next week
March 11 2024

Weekly Cash Commentary

March 8 2024
Markets/Economy .
Article

7 minute read

Red flag day for jobs
March 8 2024

Strong headline gains but weak data underneath.

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
Markets/Economy .
Article

7 minute read

Another day, another record high for stocks
March 1 2024

Magnificent Seven continue to outperform.

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 23 2024
Markets/Economy .
Article

6 minute read

'Economy of Dreams'
February 23 2024

Strong wage growth keeps Fed cuts off the bases.

February 16 2024
Markets/Economy .
Article

2 minute read

Not following the script
February 20 2024

Weekly Cash Commentary

February 16 2024
Markets/Economy .
Article

4 minute read

Ice cold
February 16 2024

Dismal retail sales in January cap a weak holiday spending season.

February 12 2024
Markets/Economy .
Article

2 minute read

Staying on message
February 12 2024

Weekly Cash Commentary

March 14 2024
Equity .
Article

5 minute read

January Barometer positive
February 7 2024

Stocks strong start portends a volatile but positive year.

February 2 2024
Markets/Economy .
Article

1 minute read

Federal Reserve has work to do
February 5 2024

Weekly Cash Commentary

February 2 2024
Markets/Economy .
Article

7 minute read

Groundhog Day for labor market
February 2 2024

Strong headline gains but a mixed picture beneath the surface.

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 26 2024
Markets/Economy .
Article

6 minute read

Solid fourth quarter GDP
January 26 2024

Should keep the Fed on the sidelines in March.

January 19 2024
Markets/Economy .
Article

1 minute read

The silver bells of December
January 22 2024

Weekly Cash Commentary

January 19 2024
Markets/Economy .
Article

7 minute read

Sharp disparity between the Fed and markets
January 19 2024

Labor market and consumer spending firm, while inflation rises.

January 12 2024
Markets/Economy .
Article

2 minute read

Inflation double speak
January 16 2024

Weekly Cash Commentary

March 14 2024
Markets/Economy .
Article

6 minute read

Stock market seasonals flashing caution
January 12 2024

Zero for two out of the gate.

January 4 2024
Markets/Economy .
Article

2 minute read

Not enough guidance
January 8 2024

Weekly Cash Commentary

January 4 2024
Markets/Economy .
Article

6 minute read

Labor market still raking
January 5 2024

Strong job gains and rising wages keep Fed rate cuts on hold.

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 21 2023
2024 Outlook .
Article

3 minute read

Will stocks and elections correlate again?
December 21 2023

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
Markets/Economy .
Article

7 minute read

Early presents
December 15 2023

Inflation grinds lower, the Fed throws in the towel and holiday spending slows.

December 8 2023
Markets/Economy .
Article

2 minute read

Heed these adages
December 11 2023

Weekly Cash Commentary

December 8 2023
Markets/Economy .
Article

6 minute read

Rebound in household jobs
December 8 2023

Fed rate cuts not coming anytime soon.

December 4 2023
Markets/Economy .
Article

2 minute read

Counting down the days to clarity
December 4 2023

Weekly Cash Commentary

December 1 2023
Markets/Economy .
Article

7 minute read

Stick a fork in it
December 1 2023

As the economy slows across the board, the Fed is done hiking rates.

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 21 2023
Markets/Economy .
Article

5 minute read

Holiday cheer
November 21 2023

Thanksgiving brings increased travel, falling prices and rallying financial markets.

November 17 2023
Markets/Economy .
Article

2 minute read

Declining inflation takes spotlight from Congress
November 20 2023

Weekly Cash Commentary

November 17 2023
Politics .
Article

5 minute read

Shot across the bow?
November 17 2023

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

November 10 2023
Markets/Economy .
Article

1 minute read

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

Weekly Cash Commentary

November 6 2023
Markets/Economy .
Article

5 minute read

Out of the woods?
November 7 2023

Financial markets rally on perceived Fed pause.

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

October 27 2023
Markets/Economy .
Article

6 minute read

Blowout third quarter GDP
October 27 2023

Will it keep the Fed in play?

November 20 2023
Markets/Economy .
Article

2 minute read

Skip or pause?
October 23 2023

Weekly Cash Commentary

October 20 2023
Markets/Economy .
Article

6 minute read

Sales surprisingly surge
October 20 2023

Back-to-School sales were soft, but consumers are spending elsewhere.

November 20 2023
Markets/Economy .
Article

2 minute read

Not helping
October 16 2023

Weekly Cash Commentary

October 13 2023
Markets/Economy .
Article

8 minute read

The long and winding road
October 13 2023

Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.

October 11 2023
International/Global .
Article

4 minute read

The Israeli conflict isn’t a global factor ... yet
October 11 2023

Disruptions minor so far amid a global outlook that's a bit meh.

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