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As we entered this year, all eyes were on the Federal Reserve’s rate-cutting trajectory. The question wasn’t “if” but “when” and “by how much.” However, recent developments have turned the narrative on its head. Kevin Flanagan discusses this shift and the effect on the markets.
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At today's FOMC meeting, the Fed kept rates unchanged, marking the sixth consecutive time the policy makers decided to take no action on the rate front. Against this backdrop, Kevin Flanagan looks ahead at what investors could expect for the remaining meetings this year.
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Following last week’s “hotter” than expected CPI release, the sole focus for the money and bond markets was to, yet again, dial back their Fed rate cut expectations. Ahead of the May FOMC meeting, Kevin Flanagan dives into an aspect of Fed policy decision-making that has been flying under the radar: the balance sheet.
When it comes to articulating data related to monetary policy outcomes, the FOMC has conveyed an awkwardly varied set of targets. Sam Rines discusses the FOMC's changing targets and data points related to monetary policy outcomes.
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The first three months and change of 2024 has brought with it a rather noteworthy shift in bond market sentiment. With Fed policy decision-making remaining data dependent for the foreseeable future, Kevin Flanagan discusses why investors should consider using the time-tested barbell strategy to navigate not only the current setting, but more importantly, what potentially lies ahead.
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As the inflation marathon enters the homestretch, the last mile might be more difficult. Kevin Flanagan discusses why the journey to the Federal Reserve’s target might not be as smooth as anticipated, and what this could mean for rate cuts and the bond market’s response.
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