Lost Opportunity, Closed Window and Measurement Issues

Published on June 9, 2025

The Federal Reserve (Fed) lost its chance to lower interest rates further during the first half of the year, when inflation came down to close to its 2.0% target with very limited risk that its decision would have triggered higher inflation.

Continue reading on website
Other news

Seven Questions Before Hiring a Systematic Fixed-Income Manager

June 9, 2025
Systematic fixed-income investing is attracting increased attention but needs specialist skills and resources. Would your manager have what it takes?

Does Consumer Spending Drive Earnings Growth?

June 9, 2025
It would seem evident that most investors would understand that consumer spending drives economic growth, ultimately creating corporate earnings growth. Yet, despite this somewhat tautological statement, Wall Street appears to ignore this simple reality when forecasting forward earnings.