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Liquidity
September 21 2022
Monetary Policy .
Article Lighting the way
September 21 2022

With sharp increases in rates and projections, the Fed intends to guide the markets. 

September 12 2022
Monetary Policy .
Video Drops in a bucket
September 12 2022

Impacts on the liquidity markets may flow slowly.

September 7 2022
Inflation .
Video Mind the gap
September 7 2022

Monetary policy works with a lag.

September 2 2022
Monetary Policy .
Video The battle continues
September 2 2022

Fed rates expected to go longer and higher.

August 5 2022
Markets/Economy .
White Paper 2022 Outlook update: Slowdown, not a meltdown August 5 2022

Ways to position for the market ahead.

September 1 2022
Liquidity .
Article See you in September
August 1 2022

Next month will mark a half-year of hikes, time enough to evaluate their impact.

July 27 2022
Monetary Policy .
Article Another big swing
July 27 2022

The Fed raises interest rates by 0.75% for the second month in a row.

July 1 2022
Liquidity .
Article Perpetual motion
July 1 2022

The Fed’s willingness to shift on volatile data makes rate expectations difficult.

June 15 2022
Monetary Policy .
Article Since you offered
June 15 2022

The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.

June 28 2022
Liquidity .
Article Ear to the ground
June 1 2022

The Fed must rely on the data and not its policy framework to curb inflation.

May 9 2022
Liquidity .
Podcast Ahead of expectations

May 4 2022

The Fed moves to curb inflation.

May 6 2022
Monetary Policy .
Article Driving the point home
May 4 2022

With a 50 basis-point hike, the Fed hopes to stick it to inflation. 

May 2 2022
Liquidity .
Article The table is set
May 2 2022

The Fed rate cycle and the SEC money fund reform process are ready to begin in earnest.

April 7 2022
Liquidity .
Article Balancing expectations
April 1 2022

The Treasury yield curve isn't matching the futures market’s view of rate hikes.

April 4 2022
Monetary Policy .
Article An aggressive Fed
March 16 2022

The Fed hiked rates and put inflation on notice with hawkish projections.

March 1 2022
Monetary Policy .
Article Rates' projected path looms large
March 1 2022

The FOMC 'dot plot' will be as important as an actual hike.

March 7 2022
Ukraine Crisis .
Article Conflict may slow Fed's plans
February 24 2022

The crisis in Ukraine likely takes a 50 basis-point hike in March off the table. 

February 24 2022
Monetary Policy .
Article Ready, set...
February 1 2022

Rate normalization is almost a go.

February 2 2022
Fixed Income .
Podcast Munis and infrastructure
January 28 2022

Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.

 

April 7 2022
Monetary Policy .
Article A hawkish clarification
January 26 2022

The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.

July 25 2022
53198 .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

February 8 2022
53198 .
Article Onward and upward
January 3 2022

Three things to watch in 2022.

January 11 2022
2022 Outlook .
Article Navigating crosscurrents of Fed policy, growth and spreads
January 3 2022

Three things to watch in 2022.

December 15 2021
Monetary Policy .
Article Acceleration
December 15 2021

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

December 17 2021
Liquidity .
Article Continuity is critical
December 1 2021

Powell's nomination provides stability as uncertainty lingers.

November 16 2021
Fixed Income .
Article Resilient consumers put holiday bow on credit card ABS
November 16 2021

Robust spending and low delinquencies bode well for yields.

November 3 2021
Monetary Policy .
Article Taper is on; rate hikes TBD
November 3 2021

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

December 1 2021
Liquidity .
Article A familiar course
November 1 2021

The success of the Fed’s first taper gives us confidence it will work well again.

November 16 2021
Fixed Income .
Article Student loan ABS, beyond the headlines
October 27 2021

Finding value in a frequently misunderstood sector.

November 5 2021
Fixed Income .
Article Chips are down but auto ABS opportunity is up
October 12 2021

Semiconductor shortage is an all-around positive for these asset-backed securities.

October 20 2021
Liquidity .
Article Capitol expenditures
October 1 2021

The drama over the debt ceiling is a waste of time and energy.

DISCLOSURES

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