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10 minute read
3 minute read
US hard data will likely weaken in coming months prompting a resumption of Fed easing.
Facing criticism and uncertainty, Fed Chair Powell makes things worse by dismissing the SEP.
7 minute read
Sticking with our long-term bullish call on stocks.
Central bank waiting for fiscal and geopolitical policy developments to unfold before cutting rates.
4 minute read
The question: Has Moody’s downgrade of the US credit rating impacted money market funds?
Competing economic dynamics have made the European Central Bank’s work challenging.
Stock market returning to normal sailing conditions as we emerge from the Straits.
For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back.
Labor market remains solid, despite tariff uncertainty.
Many crosscurrents are affecting US rates
5 minute read
Trump's policy reversals buoy markets.
A number of factors are likely prompting the move
2 minute read
The stability of the money markets is shining amid the greater financial turbulence.
6 minute read
Bonds display quiet strength as markets back away from risk.
Fed stays in wait-and-see mode, but makes major changes to its forecast
'Uncertainty' dominated the FOMC meeting this week.
8 minute read
As a soft patch emerges, opportunity to add to stocks is getting closer.
How the emerging trade war might impact the US economy and equities.
4 minute watch
There are many reasons why the Fed is likely to keep rates higher for longer.
The rally broadens.
Staying long-term positive through choppy waters.
For liquidity investors, the Fed decision to pause cuts matters more than Powell and Trump locking horns.
The Fed kept rates steady, and Chair Powell kept his distance from Trump.
Preparing for volatility while staying positioned for a positive long-term outcome.
A variable order of events will influence bond markets
Three things to watch in 2025.
A small number of people could have a large impact on the economy in 2025.
While it cut rates, uncertainty about Trump policies seem to give the Fed pause.
Moving more money out of Europe/Japan to US and emerging markets.
A look at the impact Trump's potential policies might have on international markets.
Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.
Deciphering the outlook will depend on understanding we are in a chess game.
Republicans closing in on 'Red Trifecta.'
Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.
Federated Hermes CIOs react to the U.S. election.
Noisy data and election uncertainty might slow Fed easing.
9 minute read
All five worries on the wall are fading as year-end approaches.
2 minute watch
2025 will come with clarity on interest rates and politics.
With inflation at a 3-year low, the Bank of England might cut rates further by year-end.
A strong quarter for bonds as a patient, diversified approach is rewarded
The longshoremen strike could have far-reaching consequences for the economy and markets.
Interest rates have fallen, but in the liquidity space, the sky has not.
China bazooka follows Fed's big cut, fueling the cyclical trade; U.S. elections on deck.
Fed easing means fixed-income investments should benefit from both factors of total return: price and income.
The outlook for money market funds remains buoyant.
Federal Reserve ‘recalibrates’ monetary policy.
The data did not support the large cut, but the Fed did not want to seem behind the curve.
The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.
Equities regained ground this week amid volatile trading and last week's tech-led sell-off.
‘R’otation continues, even as ‘R’ecession now in play.
Fed on track to begin cutting rates later this month.
The markets’ first test is Friday’s August jobs report.
1 minute read
Sticking with our broadening-out call as market moves our way.
Markets are yet again pricing in too many Fed cuts.
The predictive strength of the curve’s inversion has waned, but not disappeared.
Reasons why we think the market will remain volatile and 'The Great Rotation' will continue.
As rate cuts are up for debate, focus on the impact on the short end of the yield curve.
Holding to overweights in value and small cap stocks; too early to add back to growth.
The sell-off was sparked by the latest U.S. jobs data, but other things were in the mix.
The FOMC is back to considering both the labor market and inflation equally as it weighs cuts.
Holding to rotation call as thesis playing out.
Combination could chill the Fed longer than the consensus believes.
Markets are already pricing in potential November scenarios.
Rates won’t be higher forever.
Higher pricing reflects supply and demand in a changing world.
After a bumpy 2023, small-cap U.S. stocks are in a good place.
Three things to watch in 2024.
The new regulations for money funds don't change their value proposition.
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