The Market in Pictures, April 4

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 equity market correction to the economy and inflation and, of course, tariffs. Enjoy!   Beckham: Anyone who claims a...

2025 Rate Cut Outlook

The market is currently pricing in 1.53 cuts for 2025 (Fed says 2). As we’ve said before, we believe the FOMC has gotten its rate closer to neutral. This positions them to patiently sit back and monitor the economy and incoming data, specifically related to policy...

FOMC: Buying Time

As expected, the Fed cut rates for a third time this year (100bps total), reducing the range for the Federal Funds target to 4.25-4.50%. The Committee signaled a significant reduction in its forecast for additional policy adjustments over the next 24 months as well as...