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Liquidity
April 4 2025
Markets/Economy .
Article

7 minute read

Labor market remains strong
April 4 2025

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March. 

April 3 2025
Liquidity .
Article

4 minute read

The new Magnificent Seven
March 31 2025

Total US money fund assets push past $7 trillion.

March 20 2025
Monetary Policy .
Article

3 minute read

A wary Fed
March 20 2025

'Uncertainty' dominated the FOMC meeting this week.

March 3 2025
Markets/Economy .
Article

4 minute read

We SECond this change
March 3 2025

Market intervention should subside under the new SEC leadership.

February 20 2025
Liquidity .
Video

4 minute watch

The slowing pace of Fed cuts
February 20 2025

There are many reasons why the Fed is likely to keep rates higher for longer.

January 31 2025
Liquidity .
Article

3 minute read

Don't be distracted by the Fed drama
February 3 2025

For liquidity investors, the Fed decision to pause cuts matters more than Powell and Trump locking horns.

January 29 2025
Monetary Policy .
Article

2 minute read

No cut, and no comment
January 30 2025

The Fed kept rates steady, and Chair Powell kept his distance from Trump.  

February 5 2025
2025 Outlook .
Article

2 minute read

A gorgeous vista for cash managers
January 2 2025

Three things to watch in 2025.

December 19 2024
Monetary Policy .
Article

2 minute read

Weight of the White House
December 19 2024

While it cut rates, uncertainty about Trump policies seem to give the Fed pause.

December 2 2024
Liquidity .
Article

3 minute read

Record high
December 2 2024

Money market assets have reached a new mark.

November 22 2024
Monetary Policy .
Article

3 minute read

Chair Powell was vague, until he wasn't
November 8 2024

Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.

November 11 2024
Politics .
Article

2 minute read

Trump win gives Republicans strong mandate


November 6 2024

Federated Hermes CIOs react to the U.S. election.

November 4 2024
Politics .
Article

3 minute read

Fuzzy picture
November 1 2024

Noisy data and election uncertainty might slow Fed easing.

September 30 2024
Liquidity .
Article

4 minute read

Sky high
September 30 2024

Interest rates have fallen, but in the liquidity space, the sky has not.

September 20 2024
Interest Rates .
Video

2 minute watch

A falling rate environment
September 20 2024

The outlook for money market funds remains buoyant.

September 19 2024
Monetary Policy .
Article

3 minute read

A rate cut that makes you go hmmmm
September 19 2024

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

October 9 2024
Monetary Policy .
Article

2 minute read

First Fed cut is a slash
September 18 2024

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

August 29 2024
Liquidity .
Article

4 minute read

Here we go again
August 30 2024

Markets are yet again pricing in too many Fed cuts.

July 31 2024
Monetary Policy .
Article

4 minute read

The Fed's balancing act
August 1 2024

The FOMC is back to considering both the labor market and inflation equally as it weighs cuts.

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 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.

June 6 2024
Fixed Income .
Article

2 minute read

Summer notes before fall votes
June 6 2024

We expect a strong summer note season in the municipal markets ahead of the election. 

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 15 2024
Markets/Economy .
Article

3 minute read

Why the Treasury wants its bonds back
May 16 2024

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

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. 

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 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

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

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