Insights

The Fed increases the pace of taper and expectations for rate hikes.

Three things to watch in 2022.

The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.

The case for an active approach to the short end of the bond market.

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

Taper may start in November, with first rate hike by late next year.

Several factors put upward pressure on yields.

Our equity team examines the Fed’s clues to forecast when tapering will begin.

Short-term rates more tied to monetary policy than long-term rates

The Fed's slight adjustments to overnight rates should have a big impact.

They continue to confound as growth surges and prices accelerate.

One day, we must pay the piper.

Asset class continues to offer investors favorable relative returns.

April’s unexpectedly large jump in CPI adds to worries higher inflation may stick around.

It's time for the Fed to raise overnight rates.

The FOMC didn't budge on policy or alleviate pressure in the overnight market.

Rate strategies lead the way for bonds in challenging first quarter.

Liquidity investors have lots to consider, but nothing as pressing as it might seem.

A strengthening economy should smooth rising-rate headwinds.

Rising yields mean different things for different sectors of the market.

The $1.9 trillion stimulus bill is too large and not targeted well.

2022 outlook extremely positive despite temporary indigestion from rising yields.

And broader markets are not sounding alarms.

The FOMC observed the economy is improving, but left it at that.  

A steady Fed leaves worries about inflation and yields to the market.

Powell reaffirms commitment to easy money policies to support still-young recovery.

Inflation shouldn't be disruptive this year, but watch for surprises to the upside.