Global central bankers will take center stage in what is sure to be an important week for anyone tracking where borrowing costs go next. At a Glance No use denying it: Wednesday afternoon is the marquee moment of the week, with the Fed announcing its latest interest rate decision at 2pm ET. That will likely…Read more
To Hike, Or Not to Hike We’re not going to bury the lede here: We do not think the Federal Reserve will hike interest rates at its September meeting. We also don’t think it should hike rates at its October meeting. We’ll even take it one step further and say that by the Fed’s December…Read more
September Scaries A curious thing tends to happen around this time of year: Markets get jumpy. The seasonal explanation is that investors returning from summer vacations start preparing their portfolios for the remainder of the year. If there’s rebalancing, it can pull money out of top-performing assets. But this year, although we could have almost…Read more
