Zacks Investment Management

No one was surprised at the Fed rate pause. But as a new Fed Chair gets ready to take over, the big story will be how the Fed manages liquidity, inflation, and other issues going forward.

After years in which bonds offered limited yield and cash looked unusually competitive, investors now have more options to earn income while taking measured fixed income risk.

The market recovery feels premature, since the Iran conflict is far from settled. But stocks don’t need a resolution to rise, they just need conditions to stop deteriorating faster than anticipated.

Central banks were poised to cut rates at the beginning of 2026. The Iran conflict has led to policy revision in most countries, but U.S. policy and circumstances differ in key ways.

The U.S. made an announcement on the global stage that sent the media into a tizzy and financial markets into […]