Fed Expectations

| Dec 09, 2025

Financial Conditions Monitor: A New Growth Narrative Is Getting Priced In - December 9, 2025

by Skanda Amarnath

| Dec 01, 2025

Financial Conditions Monitor: Markets Settle At A 3% Terminal. Will The Fed Slow Cuts As We Get Closer To Neutral? - December 1, 2025

by Skanda Amarnath

| Nov 24, 2025

Financial Conditions Monitor: The Fed Pivot That Wasn't: A December Cut Is Coming But FCI Still Tightened - November 24, 2025

by Skanda Amarnath

| Nov 17, 2025

Financial Conditions Monitor: A Quiet Week Despite Growing Signs Of A Fed Pivot - November 17, 2025

by Skanda Amarnath

| Federal Reserve | Nov 14, 2025

Our Fed Views: December Cut Unlikely Without Labor Market Deterioration

by Preston Mui

Without further signs of deterioration in the labor market, the Committee is unlikely to cut in December. By our count, a majority of the FOMC is leaning against a December cut.

| Nov 10, 2025

Financial Conditions Monitor: Modest Risk Correction Driven By Corporate Credit - November 10, 2025

by Skanda Amarnath

| Nov 03, 2025

Financial Conditions Monitor: Tech + Mag 7 > 50% of S&P 500. AI Will Drive The The Business Cycle. Powell Gives The Hawks A Voice - November 3, 2025

by Skanda Amarnath

| Oct 28, 2025

Financial Conditions Monitor: Risk-On Environment Continues, Especially With Softer CPI Implications - October 28, 2025

by Skanda Amarnath

| Oct 20, 2025

Financial Conditions Monitor: Fed Pricing Converges To Our Views As Risk Wobbles Stabilize - October 20, 2025

by Skanda Amarnath

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