Cracks in the Consensus: Testing the Fed’s Unity
July 28, 2025 — The Federal Reserve has long projected an image of unity and stability — but that perception may soon be tested. As political pressures mount and leadership changes loom, the Fed’s internal dynamics could shift in ways that reshape not just monetary policy, but market behavior. This piece explores how a more divided, politically influenced Fed might impact rates, inflation expectations, and investor confidence.
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Fixed Income
US Aluminum Poised for a Comeback – Century’s Bond Is a Signal, Not Just a Deal
July 23, 2025 -- Century Aluminum is considering development of the first new US aluminum smelter in nearly 50 years — a move that could revitalize the domestic industrial...
Fixed Income
Markets Shrug Off Fed Drama and Focus on Macro Tailwinds
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Fixed Income
Big Banks Just Delivered a Message — Are You Listening?
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