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.
10.22.2025
This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…
10.22.2025
I spent the past weekend at my alma mater to watch them play their biggest rival. Football weekends there are…
10.20.2025
This week’s chart compares institutional and retail investor sentiment using two established indicators. Institutional sentiment is represented by the National…
10.03.2025
Watch the flash talks from Marquette’s 2025 Investment Symposium livestream on September 26 in the player below — use the…
09.22.2025
Barring a significant equity market drawdown in the coming weeks, the current bull market will turn three years old in…
09.08.2025
Commercial paper is a type of unsecured debt instrument that can be utilized by companies to finance short-term liabilities. The…
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