Jeremy Forster
Fixed Income Manager, Treasuries and STRIPS
Boston

Insights By Jeremy Forster

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Interest rates Economic cycle Monetary policy Americas Fixed income Government bonds Investment grade Global Credit Plus Multi-Sector Credit Quick Take
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Fed not yet willing to declare victory on inflation

We think the Fed is done raising rates for this cycle, despite the likelihood that they are being overly optimistic about inflation. Read to find out why.

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Jeremy Forster

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Quick Take
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Interest rates Monetary policy Inflation Fixed income program Americas Fixed income Government bonds Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fed skips along the path to a pause

Jeremy Forster analyzes the Federal Reserve's decision to pause its interest-rate hiking cycle, explains why he believes it could be an extended pause, and shares the potential implications for fixed income markets.

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Jeremy Forster

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Quick Take
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Interest rates Inflation USA Economic cycle Bank liquidity Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Did the Fed just make a policy error?

Did the Fed just make a policy error? All things considered, Fixed Income Portfolio Manager Jeremy Forster thinks the answer is yes. Learn why and what the implications could be.

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Jeremy Forster

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Quick Take
2024-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Bank liquidity Monetary policy Inflation Economic cycle Interest rates USA Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial stability versus inflation: The Fed’s balancing act has gotten much trickier

The Fed’s policy calculus has clearly changed somewhat over the past few weeks but the central bank may not be done hiking rates just yet, says Fixed Income Portfolio Manager Jeremy Forster. 

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By

Jeremy Forster

event
Quick Take
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Interest rates Inflation Economic cycle USA Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The Fed’s unenviable task for 2023

Fixed Income Portfolio Manager Jeremy Forster offers his forward-looking take on the Fed's comments and latest rate hike coming out of its December meeting. 

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By

Jeremy Forster

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Quick Take
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Interest rates Inflation Economic cycle USA Multi-asset Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The Fed’s “lean, leave, then clean” strategy
US inflation could prove "stickier" than many observers think. How might that influence Fed policy into 2023? Fixed Income Portfolio Manager Jeremy Forster opines.
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Jeremy Forster

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Quick Take
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Inflation Interest rates Fixed income Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Timely musings on Fed policy and inflation
With rising inflation and interest rates dominating the financial headlines in recent weeks, I have been fielding a flurry of colleague and client questions about the likely future trajectory of US monetary policy. While I don’t claim to have all the answers, especially with so many “known unknowns” as of this writing, here are my latest thoughts.
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Jeremy Forster

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Quick Take
2022-08-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Inflation Interest rates USA Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fed watch 2022: Year of the hawk?
With inflation on the rise and all eyes seemingly on the Fed these days, Fixed Income Portfolio Manager Jeremy Forster shares his takeaways from the Federal Open Market Committee (FOMC)'s December 2021 meeting.
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Jeremy Forster

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Quick Take
2022-07-29
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