The Next Era of the Fed: Navigating Corporate Investing under New Leadership (I)

In 2025 corporate investors navigated an extraordinary period of financial change. As the FOMC shifted rapidly from a “wait-and-see” stance to a “risk management’ easing cycle, and reduced system liquidity contributed to persistent funding market stress, corporate treasurers were forced to re-think their investing strategies. Now, with new leadership at the Federal Reserve, treasurers face the next chapter in this evolving landscape, with one question on everyone’s mind: how will this impact the rate environment going forward?