Fed Watch
End of an Era - Powell's Parting
The Federal Reserve kept rates on hold at 3.5%–3.75% Wednesday for the third straight meeting, delivering the non-decision that markets had fully priced in. What...
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Fed Watch
The Only Certainty Is Uncertainty
The March meeting did not offer much new in the “dots”, but Chair Powell’s language made one shift clearer: the Fed is once again balancing...
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Fed Watch
FOMC Holds Line, So Do Markets
As expected, the Federal Reserve on Jan. 28, 2026 maintained its benchmark policy rate at 3.50-3.75%. The decision was not unanimous, as two of the...
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Markets Wrapped
2025 Markets Wrapped
2025 was another fantastic year for markets, continuing a bull-run as the 3rd Consecutive year of double-digit gains in the S&P 500. Yet despite the...
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Fed Watch
The Cut, The Dots, and the Chair: Why 2026 Looks Different
The Federal Reserve lowered its benchmark interest rate by 25 basis points today, the third cut of the year and an outcome that carried over...
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Fed Watch
A Not-So-Foregone Conclusion: The Fed Cuts, but December in Limbo
The Federal Reserve lowered its benchmark interest rate by a quarter of a percentage point on Wednesday afternoon, bringing the target range to 3.75 to...
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Fed Watch
The Summer I Cut Rates
“When our goals are in tension like this, our framework calls for us to balance both sides of our dual mandate.” - Jay Powell The...
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Fed Watch
The Great Rate Debate
The Federal Reserve held its benchmark interest rate steady today, maintaining the target range at 4.25%–4.50%. Fed Chair Jerome Powell characterized current policy as “modestly...
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Fed Watch
Dual Mandate Duel
As expected, the Federal Reserve maintained its benchmark policy rate at 4.25%–4.50%. In the first Summary of Economic Projections since the April tariff announcement, Fed...
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Fed Watch
Powell Leans Dovish with "Transitory" Base Case for Tariffs
The Federal Reserve announced no change to its benchmark rate Wednesday, emphasizing a cautious approach in the face of elevated economic uncertainty. Fed Chair Jerome...
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