Episode
Cash tsunami: $8T in money markets as investors play the waiting game
- Podcast
- The Weekly Fix
- Published
- Dec 16, 2025
- Duration seconds
- 277
- Processing state
not_requested- Canonical source
- https://the-weekly-fix.captivate.fm
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Summary
Amid high-short term rates and diverging Fed opinions, investors have turned to money market funds, waiting for clarity on the economic outlook. In this week’s episode, Laurie Mount, Portfolio Manager with RBC’s BlueBay U.S. Fixed Income team, highlights key trends shaping cash management strategies: The Fed lowered the fed funds rate by 25 basis points to 3.50–3.75%, with varied perspectives on the pace of rate adjustments. Money market assets surpassed $8 trillion, fueled by elevated short-term rates and cautious investor sentiment. Looking ahead, 2026 may bring key labor market developments critical to inflation, growth, and further potential Fed cuts.