Jessica Noviskis, CFA
Portfolio Strategist, OCIO Services
The Fed turned the page and began lowering interest rates with an outsized 50 bp cut at its September FOMC meeting. While Chairman Powell described the risks to achieving the Fed’s dual mandate goals of maximum employment and stable prices as balanced, the market’s reaction to Powell’s press conference seemed to reflect anxieties that the labor market is now the chief concern and the Fed’s larger rate cut was perhaps a result of not only foresight but fear.
This newsletter puts recent labor market data into historical context as the Fed considers the pace of additional rate cuts in the coming months.
Read > Keep Your Eye on the Labor Market
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
06.15.2026
The rapid buildout of artificial intelligence infrastructure is reshaping the U.S. investment landscape. According to recent Census Bureau data, spending…
05.26.2026
The classic novel A Tale of Two Cities by Charles Dickens begins with the line “It was the best of…
05.18.2026
Over the last few years, equity markets have been defined by a group of stocks often referred to as the…
05.11.2026
In addition to the humanitarian toll of the conflict in Iran, the world is currently confronting the impact that trade…
05.07.2026
The leadership structure of the Federal Reserve is intentionally designed to promote continuity, independence, and institutional stability across political cycles….
05.04.2026
Rooted in medieval Persian Sufi thought, the adage “this too shall pass” speaks to the fleeting and impermanent nature of…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >