For shareholder access to your Federated Hermes investment account
3 minute read
4 minute read
Markets are already pricing in potential November scenarios.
2 minute watch
Rates won’t be higher forever.
Higher pricing reflects supply and demand in a changing world.
A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.
5 minute read
The presidential debate may be the only one in the election cycle.
6 minute read
Our optimistic market outlook has been right, but our 'broadening out' thesis has yet to work.
7 minute read
Despite dovish inflation data, Fed issues hawkish dots.
The Fed penciled in a cut this year even as it forecast higher inflation.
With the Fed on hold and tax collection over, assets resume flowing into liquidity products.
Fed likely to take the summer off.
Global Market Snapshot
8 minute read
Does today’s soft jobs report successfully change the Fed's narrative?
The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected.
Historically, the last leg toward a given inflation target has often been the most difficult.
Much stronger-than-expected jobs report keeps Fed rate cuts on hold.
The Fed is not feeling pressure to cut rates.
2 minute read
The Fed's dot plot held the intrigue at the FOMC meeting.
The Fed is in no rush to cut rates.
1 minute watch
The expectation of rate cuts makes corporate bonds an attractive opportunity.
Magnificent Seven continue to outperform.
Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.
Income and duration lead total return potential.
9 minute read
Remaining “Long and Strong” as earnings season and economic data vindicates optimists.
The Fed removed its tightening bias, opening the door to rate cuts.
After a bumpy 2023, small-cap U.S. stocks are in a good place.
Investors and markets differ in their expectations for rate cuts.
The Santa Claus Rally advanced most of our 2024 market call into 2023, but there’s plenty of room left for stock pickers as the market rally broadens.
Three things to watch in 2024.
The Fed now projects rate cuts in 2024, just not as many as the markets have.
Fed rate cuts not coming anytime soon.
As the economy slows across the board, the Fed is done hiking rates.
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Financial markets rally on perceived Fed pause.
The Fed didn't hike. That doesn't mean it's done.
The Fed wants more time and data as it looks to December's meeting.
Will it keep the Fed in play?
Yet another shift in the Fed's SEP has the markets again playing defense.
Fed plans to keep interest rates higher for longer.
The Fed opts against raising rates, but doesn't rule out another hike this year.
Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.
Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.
The evidence so far suggests not a lot.
The new regulations for money funds don't change their value proposition.
The positives and negatives of the new SEC money market amendments.
2286264188