The Takeaway

Interest Rate and Capital Markets Commentary from CoBank

June 3, 2025 Tariffs and interest rate uncertainty rule the market
April 3, 2025 The economy remains strong, but volatility and uncertainty cloud the future
February 7, 2025 A whole new world: The economy remains strong, but a new administration introduces new uncertainty
November 21, 2024 Fed rate cuts continue: Just when we thought things were improving, volatility raises its ugly head
September 27, 2024 Fed serves up a tasty rate cut; Fed funds rate could drop to 3% by mid-2025
August 5, 2024 At last: Interest rate relief appears to be coming, at least that’s what the market says
May 31, 2024 Sticky inflation puts off rate cuts; Fed/market expectations align… for now
April 2, 2024 No interest rate relief yet, but we’re this close
January 26, 2024 Markets signal aggressive rate cuts, Fed says hold up; volatility persists
November 13, 2023 Fed keeps rates steady; did Taylor and Barbie really drive Q3 economic growth?
September 7, 2023 Next rate increase could come down to a coin flip; commercial bank retrench continues
June 28, 2023 Fed pauses rate hikes; soft landing or year-end recession still up in the air
April 28, 2023 Fed expected to make at least one more rate increase before pausing; sticky core inflation remains a concern
February 15, 2023 Fed makes smaller rate increase and signals more to come; interest rate and pricing inversions abound
December 7, 2022 Inflation eases; Fed signals continuing, but potentially smaller, rate increases; ’23 recession remains likely
October 6, 2022 Rates Will Continue to Rise Through End of ’22, Possibly Longer; Fed Risks Recession, Higher Unemployment
August 11, 2022 Rate Rise Continues; Recession Risk Hits Leveraged Borrowers
June 7, 2022 Fed Walks Inflation/Recession Tightrope in Effort to Cool Economy
April 12, 2022 Interest Rates and Market Volatility on the Upswing… Fast