Category: NISA in the News
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Stephen Douglass Quoted in the Wall Street Journal on Key Inflation Divergence
NISA’s Chief Economist Stephen Douglass was recently quoted in a Wall Street Journal article examining the growing divergence between two key inflation measures—the Consumer Price Index (CPI) and the Personal Consumption Expenditures index (PCE). The article explores why the two gauges are currently telling very different stories about inflation, and what that means for the…
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Stephen Douglass Quoted in Barron’s on the Federal Reserve’s Policy Outlook
NISA Chief Economist Stephen Douglass was recently quoted in a Barron’s article analyzing the Federal Reserve’s latest policy decision and Chair Jerome Powell’s assessment of the U.S. economy. At its January meeting, the Federal Open Market Committee held interest rates steady, signaling that monetary policy is close to neutral and that there is little urgency…
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David Eichhorn Featured in Pensions & Investments’ Article Looking Ahead in 2026
In P&I’s recent article looking ahead to 2026, CEO and Head of Investment Strategies David Eichhorn is quoted discussing the rising institutional investor interest in derivatives-based strategies to enhance risk‑reward profiles and a greater use of “portable alpha” approaches to realign with policy targets. Full article available to subscribers at P&I here. Assets under management,…
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Dow Jones Market Talk Features Stephen Douglass’ Opinion
The Wall Street Journal’s Dow Jones Market Talk featured Stephen Douglass’ opinion that the bond market serves as the ultimate safeguard of the Federal Reserve’s independence. Douglass said, “The bond market will be the ultimate protector of the Fed’s independence. Until you actually get that rejection by the bond market, people feel that they don’t…
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From Rising Rates to High Yield Potential: Rick Shares Insights with Chief Investment Officer
A Chief Investment Officer article highlighting how tighter liquidity, evolving monetary policy and potential economic slowdown could shape credit market dynamics in the months ahead. Director of Investment Strategies Rick Ratkowski noted the biggest driver of fixed-income investment performance since the COVID-19 pandemic has been the sharp rise in interest rates. Looking forward, Rick also…
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David Murad Collaborates with National Conference on Public Employee Retirement Systems
NISA’s Director of Investment Strategies David Murad was a collaborator in a piece with National Conference on Public Employee Retirement Systems (NCPERS). In the article, they explore the value of applying a holistic framework that aligns asset and liability considerations to strengthen the sustainability of public pensions plans. Read the article here.
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David Featured on Bloomberg Podcast Series
David Eichhorn was recently featured on Bloomberg Intelligence’s FICC Focus Credit Crunch podcast series discussing a wide range of topics with Bloomberg Global Director of Research, FICC Strategy, Noel Hebert. They discussed the firm’s origins in St. Louis, its consultative approach driven by tailored benchmarks and its steadfast commitment to “true” alpha—excess return uncorrelated with…
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Stephen Speaks to Reuters on Fed’s T-bill Purchase Plans
NISA’s Chief Economist Stephen Douglass was quoted in a Reuters article discussing the Federal Reserve’s latest moves in the T-bill market and dynamic behind its timing. Stephen shared his perspective on the market conditions that likely influenced the Fed’s decision – underscoring how repo market pressures persisted even after quantitative tightening formally ended earlier this…
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Stephen Douglass Featured on Markets’ Podcast
Aoiffinn Devitt hosted Stephen Douglass for an extensive conversation about the forces shaping today’s economy and markets on the Markets Happy Hour podcast. From inflation’s continued bite on Main Street to the Fed’s latest policy moves, private credit risks and the implications of AI enthusiasm, Devitt and Douglass covered the trends investors should be considering…
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The Wall Street Journal Includes Stephen Douglass’ Perspective
Matt Grossman from the Wall Street Journal connected with NISA’s Chief Economist Stephen Douglass around his perspective on the latest jobs report and potential impact on the Fed’s upcoming rate decision. Stephen’s comments were featured in the Dow Jones’ Market Talk publication and summarized in the Wall Street Journal.