Gary Siegel

While the economic indicators released on Thursday suggested a weakening economy, a deeper dive by analysts offers a different view.

Michael DePalma, portfolio manager of the High Yield ETF, and the Bond Buyer's Gary Siegel discuss the recent repo market issues, why they occurred and what can be done to correct them.

While the economy continues to expand “at a slight to modest pace,” those surveyed lowered their outlooks for growth over the coming year, according to the Fed's Beige Book.

With talk of a possible mini deal on trade with China and the Federal Reserve announcing it will buy about $60 billion of Treasury bills each month to build its reserves, the 10-year Treasury note was yielding more than three-month bills on Friday for the first time since July.

Part of the problem could be “the apparent failure of mainstream economic models to capture fully the current reality.”

The markets will be soothed by September nonfarm payrolls that rose 136,000 while the unemployment rate sank to 3.5%, its lowest level since December 1969.

Slower-than-expected services sector growth and weakness in orders and employment "almost assure that the Fed cuts rates later this month."

Recession concerns remain muted, even though manufacturing hit a 40-month low and businesses have turned "more cautious" in their hiring.

There are ways to promote the Federal Reserve’s independence, but it would require changes to the current system, which is based on a “fuzzy mandate,” according to members of the Shadow Open Market Committee.

Not all of the threats and challenges to the Federal Reserve’s independence and credibility are external, according to former Federal Reserve Bank of Philadelphia President Charles Plosser.

The economy is doing well and the Federal Reserve should hold rates for now, Federal Reserve Bank of Philadelphia President Patrick Harker said Friday.

The start of an impeachment inquiry brings uncertainty, as business investment continues to be soft.

Interest rates should be less than 1.5%, not the current 1.75% to 2%, according to Federal Reserve Bank of Minneapolis President Neel Kashkari.

This month's plunge in consumer confidence signals that the economy is losing steam.

Director, Wells Fargo Securities

The U.S. economy is growing slower than it has in the past couple of years, and conditions may get worse in the next few quarters, according to Federal Reserve Bank of St. Louis President James Bullard.

The Federal Reserve took center stage again Friday, with two presidents explaining why they dissented at the latest meeting and Vice Chair Richard Clarida terming it “healthy” debate.

Observers said the opponents of further rate cuts on the Fed tend to be the non-voters.

The market got what it expected and can now shift attention to the week's remaining deals after Fed policy makers cut interest rates by a quarter point.

The FOMC voted to cut the target range 25 basis points to 1.75% to 2% as “uncertainties” offset prospects for “sustained expansion of economic activity, strong labor market conditions, and inflation near the Committee's symmetric 2 percent objective.”