FOMC and Banking Failures
Tim Anderson, Managing Director at TJM Investments, discusses why, even in the wake of the second and third largest lenders to collapse in US history, the S&P 500 is still positive YTD and how a 25bps rate hike could be the most market-stabilizing action FOMC can take.
Momentum Shift: A Closer Look at the US Consumer
Hailey Orr, Director of Capital Markets Strategy for MUFG and co-author of the firms recently published research “Momentum Shift: A Closer Look at the US Consumer”, shares insights from the research, discusses mixed macroeconomic data, and expectations for a US recession.
Silicon Volatility, CPI Day, and Rate Expectations
In the wake of the collapse of Silicon Valley Bank and Signature Bank, Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange, breaks down the sell off and rebound, expectations for the Federal Funds Rate, and the just-released February CPI data.
A.I. And Are Markets Listening?
Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners shares his thoughts on A.I. and its impact on stocks, and whether the market is reacting appropriately to recent remarks made by U.S. Treasury Secretary Janet Yellan, Fed Chair Jerome Powell, and President Biden.
Market Reacts To First Fed Day Of 2023
The fed announced a 25bps rate hike after its first FOMC meeting of 2023, bringing the new benchmark rate range to 4.50% and 4.75%, the highest level since October 2007. Peter Tuchman, aka “the Einstein of Wall Street” aka “the most photographed man on Wall Street”, shares his thoughts on how the news was received on the Floor.
Fed’s Final Rate Hike In 2022
After the final Federal Open Markets Committee of 2022, the federal reserve announced its seventh and final rate hike of the year, raising rates by 50bps, — bringing its target rate range to 4.25% and 4.5% the highest level in 15 years. Markets had an unexpected reaction.
Are 2% Rates the New Zero?
After the Great Recession of '08, the Fed pushed rates to near zero for the better part of a decade, then down to near zero during the COVID-19 pandemic. Are there lessons from these extended periods of near zero short-term rates? Insights by CME Group Chief Economist, Blu Putnam. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account