The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Ansari & Hodgins Insights - Update from the Fed and the U.S. economic data

June 14, 2024 |Trevor Hodgins

... we believe that we remain in a window of time where the range of potential U.S. economic outcomes remains wider than normal given the significant change in interest rates that occurred over the past few years...

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A&H Insights - March 11, 2024

March 11, 2024 |Ahsen & Trevor

In recent months, concerns have re-emerged in the U.S. regional bank sector, with investors focused on potential losses in commercial real estate loans. These loans are disproportionately held by small to mid-size U.S. banks.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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A&H Insights - U.S. Economy

February 13, 2024 |Ahsen & Trevor

Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology

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