Pondering a U.S. policy potpourri

Pondering a U.S. policy potpourri

 November 22, 2024 |Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Fed rate cuts for what?

Fed rate cuts for what?

 November 15, 2024 |Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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U.S. presidential election: Back to the future

U.S. presidential election: Back to the future

 November 08, 2024 |Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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