The money and bond markets find themselves in an interesting spot on the calendar, nestled right between the May and June FOMC meetings. However, based upon recent price action and Fedspeak, Kevin Flanagan makes the argument that the markets find themselves in another far more important place: debating what comes next from Powell & Co.
Read the article
It’s been roughly two months now operating in a post-Silicon Valley Bank (SVB) world, and the markets are still feeling its impact. While the markets continue to wrestle with the fallout, Kevin Flanagan discusses a very important arena where developments have seemingly flown under the radar of late: the funding markets.
Read the article
How concerned should investors be about the pending debt ceiling debate? Kevin Flanagan reviews past debt ceiling sagas, discusses what investors should focus on and looks at possible outcomes.
Read the article
In what was a widely expected outcome, the Fed raised interest rates by another quarter point today, elevating the Fed Funds trading range to its highest level since 2007. Now what? Kevin Flanagan discusses what to expect from Powell & Co. next and what to anticipate for the investment landscape in the months ahead.
Read the article
Inverted yield curves were “all the rage” last year when looking at the possibility of a recession. Kevin Flanagan comments on the current state of the two most closely followed yield curves, the UST 2yr/10yr and UST 3mo/10yr.
Read the article
Job growth slowed from the first two months of 2023, but total nonfarm payrolls rose in March, with the unemployment rate dropping to 3.5%. Kevin Flanagan discusses the possible impact the jobs data could have on the Fed's market outlook.
Read the article
