BMU is designed to keep you abreast of changing market conditions and the variables that drive those changes.
Baker Market Update 2025-08-22
Despite a lighter than usual schedule of data releases, this week’s economic indicators continued to reflect the mixed narrative of an economy showing signs of…
Read More Baker Market Update 2025-08-15
Markets spent much of the week in full-throttle risk-on mode, powered by growing conviction that the Fed is preparing to deliver rate cuts before year-end.…
Read More Baker Market Update 2025-08-08
After last week’s barrage of data and market moving releases, this week felt rather tame. This week delivered a mixed bag of economic data that…
Read More Baker Market Update 2025-08-01
Treasury yields are plunging this morning as US payroll data showed job growth slowed dramatically over the past three months. Two-year notes tumbled 22 bps…
Read More Baker Market Update 2025-07-25
It was a relatively quiet week for economic data, with only a handful of noteworthy releases. Among them was the Conference Board’s Leading Economic Index…
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