Wall Street Journal - Fed Minutes Reveal Little Appetite for Near-Term Rate Cuts

Wall Street Journal - Bullish on Future Growth of Asset-Based Lending

Reuters - NY Fed finds mostly stable inflation expectations in January

Wall Street Journal - Fed Opts for Policy Flexibility With a More Data-Dependent Approach

CNBC - Wall Street still sees two rate cuts this year, but conviction is getting weaker

Wall Street Journal - Dollar, U.S. 10-Year Treasury Yields Rise to 2-Year High After Strong Data Dim Rate-Cut Prospects

Wall Street Journal - Credit Spreads Haven’t Looked This Good Since the 2000s. Can They Get Better?

Reuters - Stocks dive after Fed cuts rates, signals slower easing pace in 2025 | Reuters

Congressional Budget Office - Monthly Budget Review

S&P Global - The Opportunity Of Asset-Based Finance Draws In Private Credit

Bloomberg - Fed’s Powell Says No Need to Hurry Rate Cuts With Economy Strong

Reuters - Law firms ride private credit wave as market evolves

Bloomberg - Treasury Yields Resume Climb After Auctions Stir Supply Anxiety

Bloomberg - Beware the New Treasury Buyers Sparking Fear in World’s Largest Bond Market

Reuters - Surging US repo activity likely exacerbating funding pressure

Wall Street Journal - Lower Interest Rates Don’t Guarantee a Soft Landing

Wall Street Journal - Fed Cuts Rates by Half Percentage Point

Congressional Budget Office - Monthly Budget Review

Wall Street Journal - Fed’s Powell Declares ‘Time Has Come’ for Rate Cuts

CNBC - Annual inflation rate slows to 2.9% in July, lowest since 2021

Reuters - Fed policymakers signal rate cuts ahead, but not because of market rout

Wall Street Journal - A Fed Rate Cut Is Finally Within View

Reuters - Fed may be on cusp of emerging from 'elevated' inflation blues

Massachusetts Institute of Technology - The Simple Macroeconomics of AI

US News - Congressional Budget Office Raises This Year’s Federal Budget Deficit Projection by $400 Billion

CNBC - Federal Reserve leaves key interest rate unchanged amid signs inflation is starting to slow further

Wall Street Journal - Fed Projects Just One Cut This Year Despite Mild Inflation Report

Wall Street Journal - Investors Eye Expansion in Private Credit

Bloomberg - Fed’s Bostic Says Policy Is Taking Longer to Slow Growth

Wall Street Journal - Fed Says Inflation Progress Has Stalled and Extends Wait-and-See Rate Stance

Wall Street Journal - Even If the Fed Cuts, the Days of Ultralow Rates Are Over

Wall Street Journal - Main Street Banking Model Is Being Squeezed

Wall Street Journal - Fed Rate Cuts Are Now a Matter of If, Not Just When

The Wall Street Journal - The $27 Trillion Treasury Market Is Only Getting Bigger

The Wall Street Journal - Why Treasury Yields Are Rising Despite Rate-Cut Expectations

CNBC - This week provided a reminder that inflation isn’t going away anytime soon

The Wall Street Journal - Hotter-Than-Expected Inflation Clouds Rate-Cut Outlook

The Wall Street Journal - The Confusingly Strong Economy Told in Three Stories

CNBC - Fed’s Waller wants more evidence inflation is cooling before cutting interest rates

Office of the Comptroller of the Currency - Acting Comptroller Discusses Bank Liquidity Risk

The Wall Street Journal - The Fed Launched a Bank Rescue Program Last Year. Now, Banks Are Gaming It

Board of Governors of the Federal Reserve System - Federal Reserve Board announces the Bank Term Funding Program (BTFP) will cease making new loans as scheduled on March 11

The Wall Street Journal - Why Treasury Auctions Have Wall Street on Edge

Bloomberg - Wall Street Takes Fight Over Arcane Banking Rules to Main Street

Business Insider - CHART OF THE DAY: US households are now sitting on an 'unprecedented' $18 trillion in liquid assets

The Street - Why people are suddenly desperate to get rid of their cars

The Wall Street Journal - The World’s Largest Buyer of U.S. Debt Isn’t Going Away

The Wall Street Journal - How the Fed Made a Worrisome Economic Signal Go Away

The Wall Street Journal - What the FDIC Does to Protect Deposits When Banks Fail

The Wall Street Journal - The New Kings of Wall Street Aren’t Banks. Private Funds Fuel Corporate America