Jackson Hole Marks Powell’s Readiness to Ease
August 25, 2025 — Fed Chair Jerome Powell’s speech at Jackson Hole last week marked a clear pivot from prior Fed communications, striking a more dovish tone than markets had expected. For much of this year, Powell emphasized patience and a cautious approach to easing. At Jackson Hole, he pivoted, acknowledging that the balance of risks has changed and that with inflation closer to target and policy already restrictive, “adjustments may soon be warranted.”
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Fixed Income
Lower Rates, Steeper Curves: What It Means for Fixed Income Strategy
August 21, 2025 -- The fixed income landscape is setting up for a potentially rewarding environment in the second half — but timing and positioning will be key.
Fixed Income
The Quiet Force Behind Economic Growth: Federal Spending’s Shifting Role
August 18, 2025 -- One of the most important but often overlooked macroeconomic shifts in recent years is the changing role of federal government spending in driving the real...
Fixed Income
Q2 Earnings Unpacked: Where Momentum Builds and Risks Rise
August 13, 2025 -- The Q2 2025 earnings season delivered a complex but revealing snapshot of corporate performance across sectors, . . .