Our pioneering research is rooted in decades of index experience and innovation. We leverage our practitioner knowledge and ingenuity to bring investors the latest market updates and relevant investment ideas.
Showing 30 results:
We Are Where We Are
What does the Federal Open Market Committee and pandemic Pelotons have in common? Find out in the latest Fed Thoughts.
Fed Thoughts: Swipe Right or Left on Chair Powell?
The current decision of note on monetary policy is not about action but personnel. Will President Biden choose to reappoint Fed Chair Jay Powell?
Fed Thoughts: Highway to the Danger Zone
Adjusting monetary policy can take the maneuvering of a professional pilot. How will the Fed manage the landing?
Fed Thoughts: The Potomac River Delta Gambler
The house dealer, Fed Chair Jay Powell, has been pressed to the wall as a succession of his colleagues up the ante on an early exit.
Fed Thoughts: The Sociology of Central Bankers
Three behavioral traits of central bankers are shared around the world.
Fed Thoughts: A Feature, Not a Bug
The Federal Reserve will likely continue outcome-based rather than outlook-driven policymaking in the face of mounting inflation pressures and dollar depreciation.
Fed Thoughts: The Zero Lower Bound Warps Time & Space
The Federal Reserve will likely be hesitant to change their messaging in light of the recent back-up in yields.
Fed Thoughts: Bond Marketageddon?
How does the latest Treasury sell-off compare to previous episodes?
Jay Powell the All Powerful
Chief Economist Vincent Reinhart describes the Fed’s follow-up to the Jackson Hole Symposium.
Bringing Tablets from the Mountaintop
Chief Economist Vincent Reinhart describes the Fed’s strategy as asymmetric, ambiguous, and fit to the moment.
Notes on the Fed
Chief Economist Vincent Reinhart reviews changes to the Fed’s longer-term strategy.
What Color is the Fed’s Parachute?
Chief Economist Vincent Reinhart discusses the Fed’s messaging and its appetite for more unconventional stimulus.
What Just Happened? Fed Cuts Rates
Chief Economist Vincent Reinhart unpacks the consequences of the Fed’s about-face.
Silence in the Mountains
Chief Economist Vincent Reinhart examines the Fed’s outlook for 2020.
He Who Must Not Be Named
Chief Economist Vincent Reinhart discusses the source of the Fed’s communication confusion.
An Apt Place and an Awkward Time
Chief Economist Vincent Reinhart considers the Fed’s likely path for the rest of 2019.
Now Playing at a Theater of the Absurd Near You
Chief Economist Vincent Reinhart expounds on the leadership shake-ups at the EU, ECB and IMF.
The Sound of Silence
Chief Economist Vincent Reinhart evaluates whether the Fed’s empty spaces contain multitudes.
A Riot is an Ugly Thing
Chief Economist Vincent Reinhart considers the disconnect between futures market expectations and the Fed’s likely path.
Follow the Money
Chief Economist Vincent Reinhart discusses the Fed’s current emphasis on its balance sheet.
Pay No Attention To The Man Behind The Curtain
Chief Economist Vincent Reinhart suggests Fed communications may be an unreliable predictor of policy.
Chief Economist Vincent Reinhart discusses potential effects of the government shutdown on the Fed’s outlook.
Wait Until Dark
Chief Economist Vincent Reinhart explains his outlook for Fed action when the "lights go out."
Stargazing in the Mountains
Chief Economist Vincent Reinhart contemplates the next Fed moves.
Chief Economist Vincent Reinhart discusses the implications from the Fed's lattice work.
Chief Economist Vincent Reinhart outlines the challenges facing Chair Powell in continuing to climb the Yellen staircase.
Chief Economist Vincent Reinhart highlights why a zombie apocalypse may seem more likely than a Fed rate hike in May.
Welcome to the Job, Jay
When Federal Chair Powell opens a crisis management handbook, he will learn the first rule about a significant asset price move.
Chief Economist Reinhart’s thoughts on the upcoming FOMC Meeting.
Song of the Thin Man
Chief Economist Reinhart’s views on the upcoming FOMC meeting.