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Perspectives

A variety of timely topics and trends for today's cash managers

Monthly Commentary: May

We share our latest thoughts on US macroeconomic data and trends. 

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Topic
Type
Credit Markets

May 2025

Moody’s Downgrade of US Long-Term Ratings

How may markets react to Moody’s downgrading the US’s long-term credit rating?

Fed Thoughts

May 2025

Fed Thoughts: The Gambler

The Fed must play the economic hand it’s dealt, but wild cards may be coming.

Credit Markets

April 2025

Quarterly Money Market Credit Trends by Sector

Cayman wealth partners provides a sector-specific analysis of credit trends within the high-grade money market universe.

Markets & Economy

April 2025

Into the Unknown: Liberation Day Tariffs

Which is worse: living with uncertainty or a resolution of uncertainty?

Fed Thoughts

March 2025

Fed Thoughts: William McChesney Martin’s Advice

The Fed is waiting on policies to take effect, and its reaction may draw criticism.

Markets & Economy

March 2025

Is the Bad News Worse than You Think?

The Congressional Budget Office’s assessment of an unstable federal budget may still be too optimistic.

Markets & Economy

January 2025

2025 Global Economic Outlook

Our macroeconomic experts explore potential challenges and bright spots for the global economy in 2025.

Fed Thoughts

January 2025

Fed Thoughts: Knock on Wood

The Fed knocks on wood as they watch the new administration’s policy moves and the impact on inflation.

Fed Thoughts

November 2024

Fed Thoughts: A Drama in Three Acts

The Fed’s journey toward disinflation in 2024 is comparable to a three-act drama.

Fed Thoughts

July 2024

Fed Thoughts: Will the Fed Swipe Left or Right?

We determine if the position of price stability will sway the Fed to restrict or ease policy.

Fed Thoughts

June 2024

Fed Thoughts: The Natural or Neutral Rate of Interest, or R* in Brief

We examine the natural or neutral rate of interest, also known as r*.

Fed Thoughts

May 2024

Fed Thoughts: Playing with Blocks

We weigh the key risks that may impact the Federal Reserve’s judgment in the upcoming FOMC meeting.

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Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

 

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