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Monetary Policy
July 10 2024
International/Global .
Article

3 minute read

Gold: What's up with the yellow metal?
July 10 2024

Higher pricing reflects supply and demand in a changing world.

 

 

July 1 2024
Liquidity .
Article

4 minute read

Much to celebrate, much to discuss
July 1 2024

A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.

June 28 2024
Markets/Economy .
Article

5 minute read

Train wreck
June 28 2024

The presidential debate may be the only one in the election cycle.

July 9 2024
Equity .
Article

6 minute read

The good news and the bad as we return to normal
June 20 2024

Our optimistic market outlook has been right, but our 'broadening out' thesis has yet to work.

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
Monetary Policy .
Article

3 minute read

Is it the dots or the data?
June 12 2024

The Fed penciled in a cut this year even as it forecast higher inflation.

July 16 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
International/Global .
Article

3 minute read

U.K. prime minister calls for an election
May 24 2024

Global Market Snapshot

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 16 2024
Fixed Income .
Article

5 minute read

The last mile is the hardest
April 17 2024

Historically, the last leg toward a given inflation target has often been the most difficult.

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 18 2024
Monetary Policy .
Article

2 minute read

The dots are the point
March 20 2024

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

March 7 2024
Equity .
Video

2 minute watch

Taking it slow
March 7 2024

The Fed is in no rush to cut rates.

March 7 2024
Fixed Income .
Video

1 minute watch

Bring the buyer back
March 7 2024

The expectation of rate cuts makes corporate bonds an attractive opportunity.

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
Fixed Income .
Video

1 minute watch

In the driver’s seat
February 23 2024

Income and duration lead total return potential.

March 11 2024
Markets/Economy .
Article

9 minute read

Outlook continues to improve
February 22 2024

Remaining “Long and Strong” as earnings season and economic data vindicates optimists.

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.

February 1 2024
Markets/Economy .
Article

3 minute read

Small caps poised for a big rebound
February 1 2024

After a bumpy 2023, small-cap U.S. stocks are in a good place.

January 18 2024
Monetary Policy .
Video

2 minute watch

Focused on the Fed
January 19 2024

 Investors and markets differ in their expectations for rate cuts.

January 26 2024
2024 Outlook .
Article

9 minute read

More exciting looking up from below
January 5 2024

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.

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 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

6 minute read

Rebound in household jobs
December 8 2023

Fed rate cuts not coming anytime soon.

December 8 2023
2024 Outlook .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

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 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 6 2023
Markets/Economy .
Article

5 minute read

Out of the woods?
November 7 2023

Financial markets rally on perceived Fed pause.

November 2 2023
Monetary Policy .
Article

2 minute read

A focused Fed
November 1 2023

The Fed didn't hike. That doesn't mean it's done.

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.

October 27 2023
Markets/Economy .
Article

6 minute read

Blowout third quarter GDP
October 27 2023

Will it keep the Fed in play?

September 28 2023
Monetary Policy .
Article

3 minute read

Changing the game plan
October 2 2023

Yet another shift in the Fed's SEP has the markets again playing defense. 

September 25 2023
Monetary Policy .
Article

6 minute read

Goldilocks and the Federal Reserve
September 22 2023

Fed plans to keep interest rates higher for longer.

September 20 2023
Monetary Policy .
Article

2 minute read

Proceeding carefully
September 20 2023

The Fed opts against raising rates, but doesn't rule out another hike this year.

September 1 2023
Monetary Policy .
Article

4 minute read

Pushback
September 1 2023

Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.  

August 25 2023
Monetary Policy .
Article

5 minute read

Higher for longer
August 25 2023

Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.

August 11 2023
Equity .
Article

4 minute read

How much do 'long and variable lags' matter?
August 14 2023

The evidence so far suggests not a lot. 

August 3 2023
Liquidity .
Article

4 minute read

New rules, same role
August 1 2023

The new regulations for money funds don't change their value proposition.   

July 26 2023
Monetary Policy .
Article

2 minute read

Middle ground
July 26 2023

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

July 25 2023
Liquidity .
Article

3 minute read

An altered landscape for money funds
July 13 2023

The positives and negatives of the new SEC money market amendments. 

DISCLOSURES

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