Baker Market Update

The question on everyone’s mind lately has been “When will the Fed cut rates?” This question seems to have been answered over the last month…

Treasury yields across the curve remained stable this week and are currently trading within a couple basis points of where we began on Monday with…

The volatility that plagued markets in early August has mostly calmed, and with light data this week, attention has been focused on Fedspeak and minutes…

We almost made it through the week with fairly benign volatility until a surprise retail sales print on Thursday shifted momentum again. But markets are…

Wow, what a week! This week’s volatility really began with last Friday’s weaker than expected employment report that saw the unemployment rate jump to 4.3%,…

Yikes! Markets are tumbling this morning after a much weaker than expected jobs report. Pressure is mounting on the Fed and the question of when…

Happy Friday everyone, there has been a lot of news to digest this week and even more on the horizon so buckle up for the…

It has been a resoundingly volatile week in markets. Monday’s reaction to the shocking assassination attempt of former U.S. president Donald Trump over the weekend…

Thursday’s reading of the Consumer Price Index (CPI) showed disinflation is back in the rotation for the first time since the onset of the pandemic.…

Although we had a truncated week with the 4th of July holiday, there was plenty of market news on the economic calendar. As of the…

Treasury yields fell this morning as an inflation print that hit all its marks bolstered rate cut bets. The news was a welcome antidote to…

Treasury yields are set to end the week sharply lower after a volatile week, fueled by big data releases and a particularly important Fed meeting.…

Happy Jobs Friday, everyone! As I sit here and wait for the stock market to open, I’m interested to see if a man who goes…

Markets are opening green across the board this morning as welcome news on the inflation front has traders upbeat this last day of May. Personal…

With little on the data-front but second-tier economic releases, much of this week’s attention focused on Fed speakers and minutes from the April 30-May 1…

This week’s economic calendar offered plenty of potential for market volatility, however, market yields remained fairly stable with headline numbers staying in-line with analyst expectations.…

This week has been fairly quiet on the data front, enough to bring comments from this week’s round Fed speakers even more into the spotlight.…

Happy Jobs Friday, everyone! It has been an exciting week here in Oklahoma City as our hometown Thunder swept the New Orleans Pelicans to win…

This morning’s hotly anticipated inflation report seems to have markets focused on the silver lining. Although March’s Personal Consumption Expenditure (PCE) reading was strong, it…

Bond yields have been back-and-forth this week as markets work to digest an inflationary Retail Sales number with a potentially escalating situation between Israel and…