What Could Go Right

Fed May Do Little in This Push-Me-Pull-You Market

Short Term Investments and Market Insights

The Short Term Investments Committee (STIC) is a collection of Federated Hermes investment professionals with in-depth experience investing across the 0-3-year part of the yield curve. 

Health Care Stocks Could Shine in 2025

Long a laggard, the healthcare sector has catalysts for outperformance.

Import Surge Pushes First-Quarter GDP Into the Red

Underlying economic growth was solid in the first quarter, with personal consumption, corporate spending and housing all stronger than expected.

Labor Market Remains Solid, Despite Tariff Uncertainty

Federal payrolls have declined by only 26,000 jobs over the past three months through April.

Global Market Snapshot: 05-02-2025

It was a big week for US macro data this week, with GDP, earnings and the JOLTS report all going live.

Many Crosscurrents Are Affecting US Rates

Bonds do their job during the first 100 days of uncertainty

Let Powell Drive the Bus

Trump's attacks make it harder for the Fed Chair to steer the economy through the storm.

The Greenback is Singing the Blues

The US dollar's recent decline isn't a sign it will relinquish its status as the reserve currency.

Trump's Policy Reversals Buoy Markets

Over the next 12-18 months, we anticipate several positives: lower tariffs, decreasing interest rates and Treasury yields and expanded tax cuts.

Global Market Snapshot: 04-25-2025

Gold soars, capital flows to Europe

A Bunker for the Trade War

Equity market neutral strategies offer potential for shelter amid volatility.

Bank Deregulation: Bondholder Friend or Foe?

Creditors must weigh the benefits and risks of Trump's push for looser rules.

Perception Versus Reality

Should investors focus on solid hard data or weak soft data?

Global Market Snapshot: 04-17-2025

ECB cuts rates amid trade war fears

The Seven Minutes That Shook Markets

The sell-off and rebound don't mean investors can’t weather volatility.

The Curious Case of Rising Treasury Yields

US Treasury yields increased sharply after falling leading up to and immediately after the April 2 tariffs announcement.

Navigating Through the Fog of the Trade War

Maintaining our moderate equity overweight as we slip past the reefs.

Global Market Snapshot: 04-10-2025

It has been a tumultuous week for global markets, with major indices see-sawing.

Stability of Money Markets

The stability of the money markets is shining amid the greater financial turbulence.

Did We Mention There Might Be Some Volatility?

Bonds display quiet strength as markets back away from risk.

The Contours of a New Trade Landscape

Total market uncertainty has now been replaced with at least some semblance of recognition of the parameters of a new global trading paradigm.

Labor Market Remains Strong

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March.

Global Market Snapshot: 04-04-2025

The latest episode in the long-running US trade policy saga sparked a global sell-off this week.

Bond Market Amid Trump's Tariffs

The bond market is a rational voice amid the panic caused by Trump’s tariffs.

Approaching Peak Uncertainty in the Strait of the Sirens

With markets selling off big time following yesterday’s tariff announcements, we have finally hit the entry level.

Trump’s Reciprocal Tariffs

Trump’s reciprocal tariffs are more aggressive than the markets were expecting.

China Looks to Spring Forward

Economic growth is now central to China's agenda.

The New Magnificent Seven

The growth of money market mutual funds since the Federal Reserve first hiked rates in 2022 has been something to behold.