commentary
Reinhart Week in Review by Madison Investments 10.13.2023
With inflation continuing strong for consumers and unrest in the Middle East dominating headlines, find out how Reinhart’s Fixed Income team thinks these events will impact markets.
Read MoreFixed Income Market Update: Third Quarter 2023
After a volatile first half, fixed income investors began the third quarter firmly focused on fundamental data for clues about the future path of monetary policy. Not surprisingly, the Federal Reserve (Fed) stayed true to their word and reiterated that their restrictive policy stance would remain in place until significant headway is made lowering inflationary pressures. Interest rates continued their march higher as economic data releases remained surprisingly strong in the face of meaningfully higher mortgage rates, rising energy costs, and faltering consumer confidence. As we begin the final months of 2023, we are likely approaching the end of a historic, nearly two-year monetary tightening campaign. Yet, lower interest rates may still be some time away.
Read MoreReinhart Week in Review by Madison Investments 10.6.2023
Job numbers were up more than expected and is showing no signs of slowing down. Find out what Reinhart’s Fixed Income team thinks a reaction to these reports could look like from the Fed.
Read MoreMonthly Market Update - October 2023
As we enter the final quarter of 2023, it’s worth looking back at the often calamitous times we’ve recently experienced. An unparalleled pandemic with its associated lockdowns and supply chain disruptions, the ensuing unprecedented fiscal stimulus shifting into persistent inflation which, in turn, resulted in the sharpest interest rate increases in Federal Reserve history.
Read MoreReinhart Week in Review by Madison Investments 9.29.2023
With a government shutdown appearing imminent and key inflation numbers released during the week, find out what Reinhart’s fixed income team thinks this means for markets. Read the team's Week in Review.
Read MoreReinhart Week in Review by Madison Investments 9.22.2023
Following no changes to the Fed Funds rate, see what Reinhart's Fixed Income took away from Chairman Powell's post-meeting remarks. Read the team's Week in Review here.
Read MoreFederal Reserve’s Hawkish Pause Reinforces "Higher for Longer" Outlook
The Federal Reserve's decision to pause its interest rate hikes didn't catch many investors off guard. It can be considered a hawkish pause, as the central bank indicated a high likelihood of another potential hike in 2023. However, the bigger story lies in the summary of economic projections that accompanied this decision, revealing a stronger-than-expected economy.
Read MoreReinhart Week in Review by Madison Investments 9.15.2023
With numerous key inflation indicators coming out this week, find out what the Reinhart Fixed Income team thinks this means ahead of next week’s Fed meeting. Read their Week in Review here.
Read More
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.