News
SHV
110.54
+0.01%
0.01
Money Supply Dips For First Time Since November
Seeking Alpha · 1d ago
Q1 2024 CIO Overview And Outlook
Home Market Outlook Today's Market Q1 2024 CIO Overview And Outlook. Growth of the US economy continues to slow, but recession is elusive. The outlook for the Fed seems to range from seven rate cuts to as few as three. Electoral politics had little bearing on stock market pricing in the first quarter of 2024.
Seeking Alpha · 1d ago
Floating-Rate And Junk Bonds Lead Fixed Income So Far In 2024
Seeking Alpha · 2d ago
A Momentous Week For Monetary Policy Bodes Well For Markets
Bank of Japan raises rates for the first time in 17 years. Swiss National Bank becomes first developed central bank to cut rates in this rate cycle. The BOJ's decision to end negative interest rates is a vote of confidence in the Japanese economy. Five developed and seven emerging market central banks met last week.
Seeking Alpha · 2d ago
M2 Update - Still Looking Good
The Fed released the February money supply data, and there were no unwelcome surprises. M2 continues to shrink relative to the economy, and that's the reason inflation is likely to continue to fall. Currency in circulation rose at a 6.6% annual rate from 2010 to 2021. The demand for money exploded in the wake of the crisis.
Seeking Alpha · 2d ago
Why We Stay Risk-On In The Short Term
U.S. Stocks hit record highs last week and 10-year yields fell as the Fed stuck with planned rate cuts. Japanese stocks gained on a cautious BOJ policy pivot. We see falling inflation, nearing interest rate cuts and solid corporate earnings supporting cheery risk sentiment.
Seeking Alpha · 3d ago
A Major Change In The Markets
Investors are now focused on growth more than inflation, says Neuberger Berman. Equities rallied even as bonds struggled, reversing the strong positive correlation between the two asset classes. Japan appears to have reached a sweet spot in its own developed developed world. Investors are now normalizing inflation and refocusing on growth.
Seeking Alpha · 4d ago
Weekly Report: what happened at SHV last week (0318-0322)?
Weekly Report · 4d ago
What The Bond Market Is Telling Us About The Future Path Of Rate Cuts
U.S. Federal Reserve is signaling it still sees three rate cuts this year. Greg Bonnell looks at the outlook for rates and the implications for the bond market. Scott Colbourne, Managing Director and Head of Active Fixed Income at TD Asset Management, weighs in. What The Bond Market Is Telling Us About The Future Path Of Rate Cuts.
Seeking Alpha · 6d ago
Rate Cuts Are Coming, But Timing Remains Uncertain
With a resilient economy and sticky inflation, expect policymakers to choose caution over speed. The healthy labor market and robust economic data have pushed back the expected start of the U.S. Rate cut cycle. Gradual disinflation has pushed the Federal Reserve to be more dovish.
Seeking Alpha · 6d ago
The Happiest Fed Ever
The median FOMC projection for 2024 real GDP growth is 2.1 percent, up substantially from the December estimate of 2.4 percent. Powell is a student of history, and the Fed chair seemed to be feeling good. Almost every major tightening cycle since 1970 has ended in a recession. Fed officials are increasingly comfortable with the end of the 2022-23 cycle.
Seeking Alpha · 6d ago
On My Mind: Fed Chair Powell - I Still Haven't Found What I'm Looking For
Federal Reserve's March policy meeting has generated vocal reactions. Sonal Desai says the market is trying to read too much into the Fed's new economic projections and Jerome Powell's words. He says Powell is a pragmatic Fed that has already been burnt by high inflation. Desai: Powell's comments were the most dovish signal from the Fed.
Seeking Alpha · 6d ago
March 2024 FOMC
The FOMC held its target rate range constant at 5.25-5.5%. Real GDP growth was revised up for all four projection years and significantly for 2024. The median federal funds rate held steady at 4.6%. The path to 2% is still uncertain.
Seeking Alpha · 6d ago
Quick Thoughts: The Fed - Steady As She Goes
The Federal Reserve decided to leave the Fed funds rate unchanged at its March 20 FOMC meeting. Despite the 2024 gross domestic product growth expectations rising to 2.1% from 1.4%, the unemployment rate still near historic 50-year lows. The markets responded well, with most major equity indexes up about 1% by day's end.
Seeking Alpha · 03/22 09:05
The Money Supply Fell For The 15th Month In A Row As Full-Time Jobs Disappear
Money supply growth fell again in January, remaining deep in negative territory after turning negative in November 2022 for the first time in twenty-eight years. Money supply growth has now been negative for fifteen months in a row. January's drop continues a steep downward trend from the unprecedented highs of the past three years. Negative growth is the largest we've seen since the Great Depression.
Seeking Alpha · 03/22 07:45
Q&A: Fed Rate Cut Edition
Home Market Outlook Economy Analysis Q&A: Fed Rate Cut Edition. At Wednesday’s FOMC meeting the Fed stood by their estimate of 3 rate cuts in 2024. The Fed hasn’t moved to cut just yet because they’re still a little cautious about another flare-up in inflation.
Seeking Alpha · 03/22 07:00
The Fed Is Signaling That It Really Wants To Cut Rates
The Federal Open Market Committee (FOMC) chose to keep the benchmark policy rate at 5.25%-5.50%. The latest dot plot revealed the committee continues to expect 75 basis points of cuts this year. This is despite recent upside inflation surprises and upward revisions to GDP growth and inflation forecasts.
Seeking Alpha · 03/22 05:10
Fed Keeps Interest Rates Unchanged, Sticks To Expectations For 3 Cuts In 2024
Fed Keeps Interest Rates Unchanged, Sticks To Expectations For 3 Cuts In 2024. U.S. Federal Reserve did as expected, keeping interest rates unchanged. Andrew Hencic, Senior Economist at TD Wealth, speaks with Greg Bonnell about the Fed’s monetary policy and the economy.
Seeking Alpha · 03/21 18:50
U.S. Fed Holds Policy Steady And Sticks With Three-Cut View For 2024
U.S. Fed Holds Policy Steady And Sticks With Three-Cut View For 2024. Federal Reserve left the Fed funds target rate range unchanged at 5.25-5.5%. In its updated economic projections, the Fed continues to forecast three rate cuts this year and is penciling in three cuts next year. With growth and inflation projections revised stronger, Fed believes interest rates will be higher over the longer term.
Seeking Alpha · 03/21 08:25
Negative Rates No More
Bank of Japan raised their policy rate for the first time since 2007 by 10 bps to a range of 0 to 0.1%. In the U.S., the Fed could cut 2-3 times in the back half of this year. The era of negative rates has ended, says Manning & Napier.
Seeking Alpha · 03/21 05:45
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