An analysis of the Federal Reserve's recent $3.5 billion reduction in its securities portfolio, part of ongoing quantitative tightening efforts.

Many economists have felt relief over continued GDP growth. But ongoing data releases suggest that the foundation of the economy — consumer spending — isn’t sustainable.

Key Takeaways It would be a huge surprise to financial markets if the Federal Reserve did anything other than hold its interest rate flat when the Fed's policy committee meets Wednesday.The Fed's battle to subdue inflation is entering a holding pattern.

The Federal Reserve is expected to maintain interest rates at 425-450 basis points on January 29, supporting a continued stock market rally. Read more here.

President Donald Trump ordered the creation of a digital asset working group on Thursday which, among other things, would be tasked with exploring a U.S. cryptocurrency stockpile.

The FBI director, IRS commissioner and vice chair of the Federal Reserve, all criticized by Republicans, have opted to resign instead of staying in their jobs, which have terms designed to straddle presidential administrations.

Every year the Federal Reserve conducts a stress test on about 30 U.S. banks to evaluate their ability to withstand economic crises, using hypothetical scenarios such as when the unemployment rate rises to 10 percent and housing prices drop 40 percent.

Such a policy could just about be read as consistent with also wanting to maintain the dollar as the pre-eminent reserve currency. For the time being, however, the narrative of US exceptionalism is alive and well,

During years in which a new president is inaugurated, there are typically 12 federal holidays for federal workers in the Washington D.C. area but since Inauguration Day and Martin Luther King, Jr. Day both fell on the same date in 2025 — Monday, Jan. 20 — they'll have one fewer holiday this year than in some previous years.

The Fed is unlikely to cut interest rates again when it meets next week, delaying any relief from high borrowing costs.

Investors should rule out nothing from the Federal Reserve in 2025 if the newly minted Trump administration uncorks fresh tariffs on China and the European Union. "I think rate hikes are possible. Anything is possible.