We expect the Federal Reserve to keep its policy rate in a range between 4.25% and 4.5% with little to no change in the policy statement when the Federal Open Market Committee meets on May 6 and 7. … READ MORE >
Market minute
Market Minute: A brief word about productivity and protectionism
The shift toward protectionism all the more ill-timed given the monumental investment into artificial intelligence and how it will drive innovation and productivity into the next generation. … READ MORE >
Market Minute: Business confidence plunges amid sweeping tariffs
If this level of uncertainty persists, we should expect investment spending to begin to crater—especially as rising prices start to erode overall demand. … READ MORE >
Market minute: U.S. financial conditions continue to deteriorate
Financial conditions continue to deteriorate as uncertainty and volatility creep back into the equity, bond and money markets. … READ MORE >
Market minute: Will the economy keep on truckin’? An indicator is saying no.
The Dow Jones U.S. Trucking Index has declined 24% from its peak on Nov. 11 and is down 21.5% since its recent high on Feb. 18. … READ MORE >
Market minute: Money markets signal an easing in 10-year yields
A look at the spread between the two-year and 10-year U.S. Treasury yields in comparison with the Treasury term premium implies room for further easing in long-term yields. … READ MORE >