Viewpoints about federal reserve
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Amid rising volatility, emerging opportunities
The enduring strength of the U.S. consumer is a bright spot in a weakened global economy. We explore the importance of consumer spending amid recent market volatility.
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What's really driving the outlook for bank stocks? Key metrics to watch
While the recent policy shift toward cutting interest rates isn’t necessarily good for banks, other catalysts point to a positive outlook for the industry.
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The Fed embarks on a new path: why Wednesday's interest-rate cut is important
The Fed's first interest-rate cut since 2008 had been well telegraphed in advance. While the rate cut had been fully expected, it doesn’t mean the decision’s any less important. We take a closer look.
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Fed cut—now what? Bond market history offers two clues
The Fed cut interest rates this week for the first time since 2008. What are the investment implications? Bond market history points to two—learn each one.
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The Fed's rate cut is an insurance policy, not a distress signal
The Fed's decision to cut rates for the first time since 2008 wasn't exactly a surprise to the markets—but it shouldn't be viewed as the start of a longer-term trend. We examine the factors behind the move.
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What is modern monetary theory?
There’s been lots of talk about it, but just what is modern monetary theory (MMT)? Learn both sides of the debate on an unorthodox approach to economic policy.
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Probability of an interest-rate cut rises, but it’s unlikely to be in July
The latest Fed meeting offered hints about the future trajectory of rates, and we're standing by our view that the next change made will be a stimulative cut—it just may not happen as soon as some investors might hope. Read our complete analysis.
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Market history lessons: circumstances change—behavior patterns don’t
Circumstances change, but behavioral patterns endure. Learn how lessons from the past can inform your portfolio’s present and prospective positioning.
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What shutdown? What slowdown? New questions from the Fed and jobs report
Between the U.S. Federal Reserve meeting on Wednesday and today’s jobs report, investors have had quite a bit of news to digest this week. We take a closer look.
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Risk aversion rises as a flattening yield curve flirts with inversion
After flattening further, the U.S. Treasury yield curve is now flirting with inversion, a recession harbinger. Find out what investors should do to prepare.
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