Viewpoints about federal reserve
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The waiting game: the Fed signals it may keep rates steady through 2020
The U.S. Federal Reserve recently discussed its intention to hold interest rates steady through the end of 2020. Does the pause signal confidence in the U.S. economy? Or concerns about broader global tensions? We take a closer look.
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Three interest-rate cuts in three months—is the Fed done?
The Fed delivers its third interest-rate cut in three months—has it done enough to revive U.S. growth and support risk assets? We take a closer look.
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U.S. interest-rate cut: the Fed’s got 99 problems, but the consumer ain’t one
The U.S. Federal Reserve's latest interest rate cut shines a light on just how many potential pitfalls the central bank has to navigate. We take a closer look at the biggest risks to growth.
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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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