We share our latest thoughts on US macroeconomic data and trends.
May 2025
How may markets react to Moody’s downgrading the US’s long-term credit rating?
May 2025
The Fed must play the economic hand it’s dealt, but wild cards may be coming.
April 2025
Dreyfus provides a sector-specific analysis of credit trends within the high-grade money market universe.
April 2025
Which is worse: living with uncertainty or a resolution of uncertainty?
March 2025
The Fed is waiting on policies to take effect, and its reaction may draw criticism.
March 2025
The Congressional Budget Office’s assessment of an unstable federal budget may still be too optimistic.
January 2025
Our macroeconomic experts explore potential challenges and bright spots for the global economy in 2025.
January 2025
The Fed knocks on wood as they watch the new administration’s policy moves and the impact on inflation.
November 2024
The Fed’s journey toward disinflation in 2024 is comparable to a three-act drama.
July 2024
We determine if the position of price stability will sway the Fed to restrict or ease policy.
June 2024
We examine the natural or neutral rate of interest, also known as r*.