Pause Ahead in Rates and QT?

by | Dec 4, 2024 | Blog, Bonds

Insurance Cut in December is Likely…Then a Pause   The jobs forecast from Linkup, a leading provider of labor demand data to the capital markets, indicates a marked slowing in the pace of hiring (and openings). This implies a smaller upward revision to October than...

Long Term Rates Diverging From Fed Policy

by | Nov 8, 2024 | Blog, Bonds

As expected, the Fed opted to cut rates by 25bps in November, taking the Federal Funds rate to a range of 4.50% to 4.75%. Marking now the second consecutive reduction in rates, this month’s cut is a notably smaller reduction following the 50bps cut to initiate the...

The Market in Pictures, October 11

by | Oct 11, 2024 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: The past few years have seen a change in the leading contributors to inflation, first goods and now...

The Market in Pictures, October 4

by | Oct 4, 2024 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: Between the Fed Chair and the jobs report, the market’s expectations of another 50 bps cut have...