Fed Cuts Rates, Liquidity Management Takes Center Stage

Fed Cuts Rates and Begins T-Bill Purchases as Liquidity Takes Priority The Federal Reserve ended the year with a rate cut and a new liquidity program. The central bank lowered the federal funds rate by 25 basis points to 3.50%–3.75%. It also announced that T-bill purchases will start on December 12. These steps signal a […]
Fed Meeting and Trump–Xi Summit Drive Global Market Focus

Powell, Policy, and the Pacific: Fed and Trump–Xi Talks Dominate the Week Week of October 27–31, 2025 | Paradigm Futures Markets enter the final week of October riding record-high momentum in U.S. equities after September’s cooler-than-expected inflation report and growing expectations for continued Federal Reserve rate cuts. With consumer prices rising just 0.3% on the month and 3.0% year-over-year, investors […]
Better Late than Never? Fed Cuts Rates 25bps

Fed Cuts Rates by 25 bps, as Growth Moderates, Inflation Remains The Federal Open Market Committee (FOMC) concluded its September meeting by lowering the federal funds rate target range by 25 basis points to 4.00–4.25%. The decision reflects slower economic momentum in the first half of the year, a cooling labor market, and inflation that […]
Markets Eye Fed Cut as Jobs Miss, ISM Slows

Markets Bet on September Rate Cut After Weak Economic and Jobs Reports The likelihood of a Federal Reserve interest rate cut at the upcoming September FOMC meeting surged sharply last week, after the latest jobs report dramatically missed expectations and added to a growing body of data pointing toward softening economic momentum. Markets are now […]
Fed Holds Again, Board Eyes Two Cuts Later This Year

FOMC Holds Rates Steady, Signals Cuts Likely in 2025 June 18, 2025 | Paradigm Futures The Federal Reserve kept the benchmark interest rate unchanged today at 4.25%–4.50%, marking the fourth straight meeting with no change. Despite rising inflation and global economic uncertainty, the Fed leaned into a “data-dependent” posture, suggesting potential cuts later this year […]
30-Year Treasury Bonds: The Long End in Focus

Inside the Last 21 Days of Bond Market Volatility While the bond market is often perceived as a slower-moving force, it can shake the broader financial system when alarmed. And over the last 21 days, alarm bells have been ringing louder. The long end of the U.S. Treasury yield curve—the 10-, 20-, and 30-year bonds—has […]
Decoding the Yield Curve: How 10-, 20-, and 30-Year Bonds Reflect Market Shifts

The Message from the Yield Curve: What the Last 6 Months of Bonds Reveal We now turn to the real-world behavior of long bonds over the past 30, 90, and 180 days—and how their movement reflects changing expectations around inflation, growth, and risk. U.S. Treasury bonds remain a vital barometer of market sentiment and economic […]
FOMC Holds, JPow Eyeing Risks for Prices and Jobs.

FOMC Holds Rates Steady: Powell Leans Cautious Amid Inflation Uncertainty On May 7, 2025, the Federal Reserve’s FOMC voted to keep the federal funds rate unchanged at 4.25%–4.50%, extending a third straight meeting without any rate adjustment. This decision was widely expected by markets, but the focus quickly turned to Chair Jerome Powell’s press conference […]
Federal Reserve Holds Rates Steady Amid Uncertainty

Federal Open Market Committee (FOMC) concluded its two-day policy meeting, announcing its decision to maintain the federal funds rate target range at 4.25% to 4.50%. This decision, widely anticipated by markets and economists, reflects the Federal Reserve’s cautious stance as it navigates a complex economic landscape marked by persistent inflation, robust growth, and heightened policy […]
Inflation Insights: How the Latest CPI Figures Could Reshape Economic Policy

Date: 12/12/2024 The Consumer Price Index (CPI) is a critical economic indicator that reflects the average change over time in the prices paid by urban consumers for a market basket of consumer goods and services. The November 2024 CPI data, released by the Bureau of Labor Statistics, provides valuable insights into the current state of […]