Education

Get expert insights with SSGA news, market updates, reports, and webinars for timely financial guidance.

Next Fed Cut Could Be in July, Not June

We maintain our call for three cuts this year—75 bp worth of cuts—but we have pushed the first cut from June to July. Fed Is Attentively on Hold Sometimes, when things are just too complicated, the decision becomes simpler: do nothing, wait. That's where the Fed is...

CalTRUST Update

Post Federal Reserve Meeting Q&A

As part of our initiative to bring timely market information to California public agencies, CalTRUST Chief Executive Officer Laura Labanieh had a brief Q&A with State Street Global Advisors’ Vice President, Portfolio Strategist Will Goldthwait to reflect on this week’s Federal Reserve meeting:

Market News

Big Distortions in Q1 GDP

Big Distortions in Q1 GDP

The US economy contracted at a 0.3% seasonally adjusted annualized (saar) pace in the first quarter, the first such decline since the start of 2022. Given the massive crosscurrents at play, the...

Cash Is Both Shield and Sword

Cash Is Both Shield and Sword

The current politics crises again point to the importance of clever cash investing. Historically, those who maintained unleveraged positions and proactively de-risked their portfolios were the ones...

Neither Invincible, Nor Broken
Neither Invincible, Nor Broken

We have spent much of the last two months (including in a recent piece here) defending our increasingly out-of-consensus call for three Fed rate cuts in 2025. A series of recent data disappointments has brought market pricing much closer to that view. This, of...

Inflation Ebb and Flow
Inflation Ebb and Flow

The CPI inflation report for January came in much hotter than expected, but there were enough oddities in the details to argue for a more balanced interpretation. First, the bad news: overall prices rose 0.5% m/m, with core prices (excluding food and energy) up 0.4%...

Webinars