INVESTMENT STRATEGY BRIEF
Numerous Crosscurrents in a Resilient Economy and Market
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Numerous Pressures Push Interest Rates Higher
Market Sight | Lines
Long-term interest rates have moved higher, with the 30-year Treasury yield reaching a level last seen nearly two decades ago, alongside similar moves across Europe and Japan. In this week’s Sight|Lines, we discuss what’s driving longer-term yields higher, the growing role of the term premium, and what it could mean for investors going forward.
A New Chapter at the Fed: What Two Meetings Have Shown
Market Sight | Lines
Two meetings into Kevin Warsh’s tenure as Federal Reserve Chair, a new communication framework is beginning to take shape. In this week’s Sight|Lines, we discuss what the Fed’s reduced forward guidance, more visible internal debate, and evolving approach to policy communication could mean for investors.
The Fed Raises Rates to Combat Inflation
Market Sight | Lines
After cutting rates six times across 2024 and 2025, the Federal Reserve reversed course this week with a 0.25% rate hike as higher oil prices and renewed inflation pressures complicated the path back to 2%. In this week’s Sight|Lines, we break down the Fed’s decision, what the latest economic projections reveal, and why higher-for-longer rates may remain a key theme for investors.
