Rates Commentary

Stay Informed

Greg Faranello, Head of U.S. Rates, CFA
shares up-to-date insights on U.S. Treasuries activities

View his latest commentary below.
Sep 8

Models Can Be – and Have Been – Wrong

From our client notes on Friday, Septem
Aug 28

Jackson Hole: All About Jobs

The Chairman has spoken. This week the
Aug 27

Market Update with Greg Faranello

Our COO Michael Naidrich sat down with Watch Video
Aug 7

Treasury yields hold steady before July jobs report

“As we buy more time for therapeutics
Jul 31

The Fed’s Not Letting Go

July comes to an end: Big tech crushes
Jul 25

Don’t be Lulled by Summer Months

Summer months and markets. Although man
Jul 17

Negative Rates and the Fed’s Next Move

Negative interest rate policy is no
Jun 17

Treasury Yields Hold Ground as Reopening Stays in Focus

“How things evolve in the second half
Jun 5

The Federal Reserve’s Red Line

In an interview on May 29, 2020, hosted
May 15

Positive, Not Negative Rates “For Now”

Markets remain mixed. The focus is stil
May 15

LIBOR Lives to See Another Crisis

There’s no solace in this current env
May 8

Day by Day

Devastating employment number. It was e
Apr 18

Thoughts Globally.
Let’s go USA.

Markets are poised to end the week with
Apr 17

No Time for Complacency

As we sit here in the middle of April,
Apr 14

Economic Reality vs. Fed Liquidity

The Fed continues its barrage of liquid
Apr 11

A Lack of Liquidity

As the Coronavirus pandemic began to sp
Mar 26

The Federal Reserve
Becomes a Game Changer

At the beginning of the year, equity
Mar 17

The Federal Reserve Makes Unprecedented Moves

On Monday, March 16, Gregory Faranello,
Mar 5

US Long End Points the Fed to the ZLB

For months on end since the Fall of 2019
Feb 24

New Year, Same Themes and Different

The markets continue to focus on the im
Feb 8

USA

After years of global uncertainty, the U
Feb 6

Treasury Yields Hold Ground as Coronavirus Jitters Cool

Treasury yields were mostly unchanged T
Feb 6

Treasury Yields Hold Ground as Coronavirus Jitters Cool

Treasury yields were mostly unchanged Th
Jan 31

Fed Recap: Next Stop 1%

This week we notched the first Fed meet
Jan 24

Tell the Markets It’s Not QE

With cross currents still in the air
Jan 17

The 2020 Rewards vs. Risks

These are the most unique of times. F
Jan 10

Calm Markets and the Fed’s Pause

From the Pivot to the mid-cycle adjus
Jan 9

Showdown with Iran | Mornings with Maria

Morning with Maria on January 8, 2020 w Watch Video
Jan 3

5 Charts to Watch in 2020

As we turn the clock forward, there are
Dec 13

Rates on Hold: The Fed Talks Inflation and Repo

The Fed leaves rates unchanged as expec
Dec 6

The Path to SOFR and Alternatives

Is LIBOR Replacement Really One Size Fit
Nov 30

The “Fed Listens”, Speaks and Distorts

What a turnaround from this time last y
Nov 22

Cross-Currents and Complacency

Global cross-currents are getting more
Nov 16

The Funds Rate is Heading Lower

The most recent communication from the
Nov 12

Treasury Yields Inch Higher Ahead of Trump Speech

U.S. Treasury yields edged higher on T
Nov 8

What a Difference a Year Makes

From the Fall of 2018 through today, th
Nov 1

Powell Meant What He Said

After three consecutive interest rate c
Oct 30

Fed Preview: October, 2019

AmeriVet Securities Managing Director M Watch Video
Oct 25

Fed Preview: Third Time a Charm?

The Federal Reserve will meet this upco
Oct 18

Rates, Reserves and Regs

There has been an inordinate amount of
Oct 16

Stocks Slip as Weak Retail Sales Offset Solid Earnings

Stocks fell slightly on Wednesday as w
Oct 11

The Fed Learns, But the Hard Way

With one of the last opportunities to a
Oct 7

Yields Rise as Traders Monitor US-China Trade Talks

U.S. government debt?yields edged high
Oct 4

Mindful of the Mid-Cycle Adjustment

When Chairman Powell first used the wor
Sep 27

The Fed: It’s Not About Another 25

When Chairman Powell stepped to the pod
Sep 20

Cats Got Powell’s Tongue

Fed Chair Powell was careful in choosin
Sep 13

Fed Preview: “Boneheads” and Bonds

With the ECB meeting behind us, the Fed
Sep 6

Powell, POTUS and the US Consumer

Despite months of speaking through each
Aug 26

The Fed Has No Choice

Interest rate differentials, in a perfe
Aug 22

Jackson Hole Preview

Market expectations versus Fed intentio Watch Video
Aug 15

U.S. Long Bonds – “Great Balls of Fire”

Global uncertainty persists. Certainly
Aug 12

The Trade War, Rates and the Fed

The paint hadn't dried from the first F
Aug 1

The Fed Cuts, Now What?

After a long-anticipated wait, the Fede
Jul 29

Fed Preview: July, 2019

AmeriVet Securities Managing Director M Watch Video
Jul 28

Fed Preview: After 10 Years, It’s Time

When Jay Powell steps to the podium thi
Jul 22

The Fed, Pivot and an Imminent Risk Management Ease

As we enter the blackout period before
Jul 15

US Rates and Uncertainty

A very interesting week for global fina
Jul 7

The FF Rate is Becoming an Outlier

Our themes of the last year are known.
Jul 5

US Non-Farm Payrolls Up By 224,000 in June

US non-farm payrolls grew by 224,000 in
Jul 1

The 3 P’s and Let’s Xi

The outcome of the G 20 will likely be
Jun 18

The Fed Preview with Our US Head of Rates

AmeriVet Securities Managing Director M Watch Video
Jun 14

A Fed Preview: Setting the Stage

I was driving home from the train stati
Jun 10

US Rates, The Fed and Taking a Slight Pause

Toward the end of last year and heading
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