Insights

3 minute read

Homebuilding stocks are rising, and the housing market may be springing back too.

3 minute read

Fed easing means fixed-income investments should benefit from both factors of total return: price and income.

2 minute watch

The outlook for money market funds remains buoyant.

3 minute read

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

2 minute read

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

4 minute read

The markets’ first test is Friday’s August jobs report.

4 minute read

It's not flying like it would in a recession.

3 minute read

The predictive strength of the curve’s inversion has waned, but not disappeared.

1 minute watch

The Fed is historically reticent to change policy before an election.

2 minute watch

Rates won’t be higher forever.

3 minute read

In fixed income, there’s quite a difference between current yield and yield-to-maturity.

3 minute read

Both Biden and Trump failed to address the Treasury’s debt at the debate.

4 minute read

Can you guess the common threads in each of these four recent news categories?

3 minute read

The small-cap opportunity investors have been waiting for may be at hand.

3 minute read

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

5 minute read

With the Fed on hold and tax collection over, assets resume flowing into liquidity products. 

3 minute read

Global Market Snapshot

3 minute read

Sticky inflation might slow the Fed, but not the timeliness of extending duration.

8 minute read

Does today’s soft jobs report successfully change the Fed's narrative?

7 minute read

Geopolitics, seasonality, interest rates and stubborn inflation have all come calling.

7 minute read

I know you're waiting for that correction.

7 minute read

A healthy labor market coupled with productivity growth could be just the thing.

7 minute read

The central bank hasn't cut and yet the market cheers.

2 minute read

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

7 minute read

Magnificent Seven continue to outperform.

2 minute watch

The Fed will look closely at inflation numbers before making any cuts.

6 minute read

Less fixated on the Fed, the market now focuses on the economy's resilience.

3 minute read

New investment-grade corporate bond issuance is pouring into the market.

7 minute read

In an economy like this, the Fed is in no hurry

7 minute read

Strong headline gains but a mixed picture beneath the surface.

6 minute read

The market continues to move higher, but more breadth would be welcome.

7 minute read

Labor market and consumer spending firm, while inflation rises.

5 minute read

What we got right…and wrong…in a volatile year.

2 minute watch

 Investors and markets differ in their expectations for rate cuts.

2 minute read

Three things to watch in 2024.

2 minute read

The Fed now projects rate cuts in 2024, just not as many as the markets have.

2 minute watch

 A decline in rates could boost the short end of the yield curve.

3 minute read

Three things to watch in 2024.

7 minute read

As the economy slows across the board, the Fed is done hiking rates.

4 minute read

The markets have swung too far by forecasting multiple Fed rate cuts in 2024.

7 minute read

The economy and markets can't take on much more debt without getting sick. 

3 minute read

Despite high rates, the large amount of maturing debt in the coming years is not a crisis.

5 minute read

Financial markets rally on perceived Fed pause.

2 minute read

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

3 minute read

The Fed wants more time and data as it looks to December's meeting.

8 minute read

A surprisingly strong economy could mean higher for longer, longer

3 minute read

After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.

8 minute read

Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.

3 minute read

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

2 minute read

Comparing the cost of becoming an adult across decades.