Viewpoints about Federal Reserve
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Market outlook: navigating the next chapter of COVID-19
Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?
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The dimensions of U.S. stimulus
Trillions of dollars' worth of direct government aid and market interventions have been aimed at mitigating pandemic-related economic disruption. We provide a rundown of the major stimulus provisions, along with commentary from our network.
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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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Bond market liquidity and the dash to cash: making sense of the current environment
The massive selling in many segments of the fixed-income market has led to valuations not seen in more than a decade. We take a closer look at the forces in play and the opportunities that have been created.
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From coronavirus to credit market stress
The Fed acted quickly to alleviate signs of stress in the fixed-income market in the wake of the coronavirus outbreak. Has it done enough?
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Fiscal policy and the threat of global recession
Does COVID-19 require a different policy response than the Global Financial Crisis? We explore the need for big fiscal stimulus, not just monetary measures.
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The Fed's historic stimulus
Having slashed interest rates to near zero and played down the likelihood of negative rates, has the Fed run out of tools to prop up growth? Our experts think not. Read the latest analysis from Frances Donald.
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The Fed's emergency rate cut—what it can and cannot fix
What's the point of the Fed's emergency rate cut? It won't put an end to supply chain disruption or halt the coronavirus health crisis. But it may put the economy on a stronger long-term trajectory.
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Yields fall as the coronavirus spreads: our outlook for fixed income
U.S. Treasury yields hit record lows with new cases of the coronavirus cropping up in Europe and the United States. Calls are growing for the Federal Reserve to act. We take a closer look at the risks in the bond markets.
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Coronavirus update: implications for U.S. interest rates
At the start of 2020, conventional wisdom suggests the Fed was done cutting rates for the time being. Then came the coronavirus outbreak. We list five reasons why the Fed might cut rates soon.
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