Insights

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.

A disputed election headlines potential risks heading into year-end.

The money market industry is too focused on the trees.

The Fed sharpens its new policy framework with strong forward guidance. 

It starts with the Fed.

Low and stable interest rates tend to be fertile periods for risk assets.

A growing federal deficit could be concerning if inflation starts to heat up.

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

Liquidity is abundant but fundamentals remain iffy.

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

The Fed has made it very clear it isn't interested.

Volatility comes and goes, but in the end, it’s about doing your homework.

Data over the next few weeks and months will be ugly, but better times lie ahead.

The FOMC statement reiterated it will not hold anything back to aid the economy.

As bad as it may seem, history suggests better days and opportunities lie ahead.

Shorter-duration bonds can still be an attractive option in a low-rate environment.