May FOMC: A Pause for Thought

→ FED SAYS UNCERTAINTY ABOUT OUTLOOK HAS ‘INCREASED FURTHER’ → FED: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION HAVE RISEN → FED HOLDS BENCHMARK RATE IN 4.25%-4.5% TARGET RANGE   Source: Bloomberg as of 05.7.2025   The Fed has cut the fed funds...

The Market in Pictures, April 25

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   Brian: We started the...

Around the Bond Market, April 2025

President Trump Critiques the Fed   Earlier this week, President Trump indicated he thinks the Fed should be “early, or on time” cutting rates, but not “too late,” adding it is “a perfect time to lower the rate.” Pressed by a reporter asking if the President has the...

The Market in Pictures, April 17

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the US dollar to bonds to the economy to US and foreign stock markets. Happy Easter to you!   Brett: The value of the US dollar...