Fed Cuts Rates: How to Strategically Manage Debt in a Falling Rate Environment
The Fed Cut Rates. What About Your Debt? The Federal Reserve has recently lowered its benchmark interest rate and hinted at two more reductions this year. This pivotal move carries implications that will influence the economy and, more specifically, your personal finances. One critical area to review now is the liabilities section of your balance […]
Investment Commentary – September 22, 2025
Executive Summary The Fed cut interest rates as expected by 0.25% to 4.25%. The market response was bullish for riskier assets but did not do much for bonds. The bond market was pricing in 3 cuts before year-end, prior to the meeting, and three after, then into next year, the bond market is pricing in […]
Economic Commentary – September 22 2025
Amid the focus last week on the FOMC meeting and the interest rate decision, the threat of a government shutdown wasn’t a dominant issue; there is only so much conflict one can handle at one time. However, the looming deadline for funding the federal government after the current fiscal year ends on September 30 is now […]
Don’t Fight the Tape, Don’t Fight the Fed As Risks Build – September 22, 2025
Good morning, All the major equity indices posted fresh all-time highs last week as the Fed officially launched its easing cycle, confirming expectations of a 25 bps rate cut at each of the final three meetings this year. In market shorthand: the tape is strong, and the Fed is easing. Investors appear to be embracing […]