Fed Talk
Fed Talk 12.18.24
Fed Talk
CAPATA Financial’s take on today’s FOMC press conference and announcement: In summary, both the SEP and the press conference were more hawkish than many market participants had anticipated. The committee indicated they are now pricing in two rate cuts for next year…Read more
Fed Talk 9.18.24
Fed Talk
CAPATA Financials’ take on today’s FOMC press conference and announcement: In summary, Powell highlighted the Fed’s focus on its maximum employment mandate and broader macroeconomic stability over concerns of persistent inflation during the press conference. The key shift occurred when Powell discussed “recalibrating policy,”…Read more
Fed Talk 7.31.24
Fed Talk
CAPATA Financials’ take on today’s FOMC press conference and announcement: In summary, Powell was much more dovish in his press conference than would be interpreted from the language of the FOMC statement today. He reiterated that the stance of monetary policy was restrictive and that it was well-positioned to react to either side of their dual mandate moving out of balance from their congressionally mandated goals of two percent inflation…Read more
Fed Talk 05.1.24
Fed Talk
CAPATA Financial’s take on today’s FOMC press conference and announcement: In summary, as the Fed maintains ‘restrictive’ rates for longer, we anticipate continued pressure on interest rate-sensitive sectors of the economy (CRE, housing, credit tightening, etc.), as well as overall growth. The only dovish signal from the Fed today was the announcement to slow QT. Slowing the balance….Read more
Fed Talk 12.13.23
Fed Talk
CAPATA Financial’s take on today’s FOMC press conference and announcement: In summary, the SEP’s dovish Dot Plot has reinforced market expectations of looser monetary policy going forward. The market’s reaction, evident in rallying long-term yields and equities, reflects this sentiment. Despite the recent CORE CPI reading of 4.0% and fluctuations in oil prices, there’s a … Read more
Fed Talk 11.01.23
Fed Talk
CAPATA Financial’s take on today’s FOMC press conference and announcement: In summary, we anticipate that if long-term yields, specifically the 10-year note, continue to rise, the committee will maintain the Fed Funds rate at current levels moving forward, and the flattening of the yield curve will increase the probability of a recession. It may seem counterintuitive to hope for an … Read more
MARKET uPDATE
All Muni Bonds Are Not Created Equal
Mikes Corner
The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds. Without question, in the wake of Detroit’s troubles, gaining a better understanding of municipal bonds makes more sense than ever. At their most basic level, there … Read more
Retirement / Planning
Exploring retirement options
Retirement/Planning
Selecting a retirement account for your small business is a key decision that impacts both you and your employees. With various choices available, it’s important to consider factors such as expenses, employee turnover, and contributions. This brief guide is designed to help you navigate different considerations when choosing a retirement plan that aligns with your … Read more