U.S. Money Market Funds Following the Fed’s first rate cut, U.S. money market funds typically experience outflows within 12 months as investors rebalance portfolios and reassess risk in response to changing interest rates and market…
Implied Fed Funds Target Rate The Fed has revised its 2025 projections, now anticipating only two rate cuts instead of four, with future reductions dependent on the progress made in managing inflation. Image: Bloomberg
ISABELNET Cartoon of the Day With Bitcoin surpassing $100,000, bears are now on dating apps looking for a bull! Have a Great Day, Everyone! 😎
S&P 500 Performance After Fed Cuts Within 2% of All-Time Highs Bulls rejoice! Since 1980, when the S&P 500 was within 2% of its all-time high during a Fed rate cut, it has been positive…
S&P 500 2025 Year-End Target While most strategists project a bullish 2025 for the S&P 500, a notable minority advocates for caution. This divergence in opinion could comfort investors wary of market euphoria. Image: BCA…
Commodities (Oil, Gold, Copper) – Commodity Net Long Positioning While there are some pressures from rising U.S. Treasury yields and a stronger U.S. dollar, the current landscape for gold positioning is marked by a robust…
Interest Rates – Implied Fed Funds Target Rate The Fed is likely to cut rates by 25 basis points today, but projections for 2025 indicate a more gradual easing strategy, aiming to boost the economy…
S&P 500 Returns After Long Streaks of More Decliners than Advancers Bulls have reason for optimism: since 1990, after long streaks of more decliners than advancers, the S&P 500 has been positive 87.5% of the…
High-Yield Bond Returns 2024 has proven to be a terrific year for low-quality high yield investments, particularly within the CCC-rated cohort, which has seen returns exceeding 16%, as economic resilience exceeded expectations. Image: Morgan Stanley…
U.S. Rates – Treasury Yield Forecasts Deutsche Bank forecasts the 10-year UST yield at 4.65% by year-end 2025, driven by potential increased tariffs, fiscal easing and deregulation, which may lead to stronger economic growth and…
ISABELNET Cartoon of the Day With the S&P 500 hitting record highs, it’s time for a mass bear deportation—after all, they clearly missed the memo that this party is strictly bull-only! Have a Great Day,…