Insights

2 minute read

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

4 minute read

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

4 minute read

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

2 minute read

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

3 minute read

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

3 minute read

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

3 minute read

The markets have finally listened to hawkish Fed speak.

2 minute read

The Fed skipped a rate hike but suggested more could come. 

3 minute read

Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.

3 minute watch

Regional bank collapses fueled inflows to money market funds.

1 minute watch

While the markets seem to expect the Fed to reverse course, rates may stay higher for longer.

3 minute watch

Expect a few diversions before reaching a debt-ceiling resolution.

2 minute read

The Fed raised rates again, but hinted it soon might be time to take a breather.

4 minute read

What's behind the substantial rise in assets of money market vehicles?

3 minute read

The Federal Reserve’s dual function as regulator and policy-setter has been on display.

3 minute read

Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.

6 minute read

The Fed’s response to the collapse of SVB puts pressure on the Treasury and the FOMC decision next week.

4 minute read

Investors have begrudgingly capitulated to a still-hawkish Fed.

3 minute read

The market is dismissing the Fed's determination to defeat inflation.

2 minute read

Rancor aside, with ‘extraordinary measures’ the debate over the U.S. debt limit has time to be resolved.

Three things to watch in 2023.

The Fed pushes back against market expectations.

FOMC voters must stick to the data to make their next decision on rates.

Potential recession is likely to be mild.

Securities are flowing back into the marketplace.

Money market funds reflect rate hikes.

Fed Chair Powell indicates the pace of hikes is not as crucial as arriving at the right place.

3 minute read

Money market yields have returned to pre-GFC levels.

Use, duration and timeframe can diversify investments.

3 minute read

Fed projections are less useful these days.