The Fed’s Pivot: Rate Cuts on the Horizon Amid Economic Shifts
It finally looks like the Federal Reserve's rate-hiking cycle has come to an end, as the central bank's policymakers signaled that more rate cuts could be [...]
Anticipating a Shift: Market Forecasts Defy Fed’s Stance on Rate Cuts
Despite Chair Powell’s pushback, the market now sees some 130 bps of rate cuts in 2024. Source: @financialtimes Read full article [...]
Understanding the Pulse of the Economy: November’s Beige Book Breakdown
The November Beige Book report from the Federal Reserve. Economic activity was softer, with mixed regional reports. The overall economic outlook has become [...]
Navigating the Housing Squeeze: Construction Up, Optimism Down
Residential construction held up well last month amid tight inventories. Building permits are back to last year’s levels. Multi-family construction remains relatively soft. [...]
The Next Decade Won’t Be Like the Last
While disclaimers always warn investors not to expect future returns to look like the past, many still assume they do. This report says [...]
Moody’s Changed Its US Outlook From Stable to Negative
Moody's Investors Service changed its outlook on the United States credit rating from stable to negative on Friday over large fiscal deficits and [...]
The Fed – Three Events Shifting the Treasury Market
Three events brought about a shift in the Treasury market last Wednesday. The US Treasury slowed the increases in longer-term bond sales, moving [...]
US Economy
Treasury yields rose sharply last week, … … climbing further last Friday morning. The tightening in US financial conditions [...]
Recession?
Lacy Hunt’s quarterly letter turns darker this time. He believes the economy is far more susceptible to a downturn than is generally realized, [...]
Small Caps Losing Money
Small-cap companies are widely (and correctly) seen as riskier than larger, more established businesses. That means this chart showing that about one-third of [...]
