Portfolio Manager Commentaries

Markets brace for uncertainty as the Fed holds steady and investors shift strategy in a changing rate landscape. Discover what’s next.

Explore the impact of fiscal policy changes, tariff volatility, and debt ceiling negotiations on the U.S. economy.

The Fed forecasts clouds ahead as inflation pressure persists—adjust your financial strategy for an uncertain economy.

The big question is whether the era of very low rates, near zero for much of the thirteen years that followed the financial crisis, has moved into the past.

The FOMC’s outlook remained consistent. Learn why we think the committee is data dependent and not in a hurry to adjust policy rates further.

While the Fed's move was another rate reduction, the message was decidedly one of caution and uncertainty. Read more to learn why the Fed is an unusual position of not knowing what they might do next.

Recent political and economic developments have raised the question of whether the Fed has only just begun to ease or is close to wrapping up this easing cycle.

The Fed is in the easing portion of its cycle and the bar to stop will be high now that they’ve begun.

The Fed finally delivered its interest rate cut but we have come to the conclusion that the committee may be divided.

Since we last wrote in June, the money markets have become more firmly convinced interest rates are headed lower and soon.

The FOMC met this month and as expected left its target rate unchanged at 5.25-5.50%. As we have been writing about for several months, market volatility in short term rates has been directly correlated to expectations and timing of future policy rate moves.