Insights

3 minute read

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

2 minute read

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

5 minute read

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

8 minute read

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

2 minute read

The Fed's dot plot held the intrigue at the FOMC meeting.

7 minute read

Magnificent Seven continue to outperform.

7 minute read

Strong headline gains but a mixed picture beneath the surface.

7 minute read

Labor market and consumer spending firm, while inflation rises.

2 minute read

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

7 minute read

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

4 minute read

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

5 minute read

Financial markets rally on perceived Fed pause.

3 minute read

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

8 minute read

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