Trading narratives took center stage even as Wednesday's major announcement came after the close. With global equities languishing and...

Treading water on Tuesday, risk markets saw lower volumes as tariff deadlines loomed. A conditional agreement on pausing hostilities in...

The possibility of exemptions and a reduced slate of tariffs bolstered US and global equities as well as the dollar on Monday as Treasury...

The Federal Reserve's meeting-to-meeting process is not opaque or secret, even if the deliberations themselves are. Monetary policy...

Few changes to the Federal Reserve's policy statement and median rate projections masked an important shift. With further progress on...

Sustained risk-asset weakness and recession fears may have spurred hopes for a helping hand from the Fed, but the central bank is likely...

Introducing Datum Research Commentary, Notes will comprise short annotations of current events, topical developments, and important...

Summary

A streamlined FOMC statement that preserved maximal flexibility belied a substantive tonal shift - the Fed is on an indefinite hold....