There were not a lot of fireworks on the economic calendar this week. That said, the geopolitical picture remained anything but quiet, with the Iran…
As expected, inflation surged in March, marking the first clear transmission of geopolitical risk into U.S. consumer prices. This morning’s release of the Consumer Price…
Bond yields fell this week as markets assessed the health of the US economy and the labor market in the wake of war in the…
Geopolitics remained the single biggest force shaping markets this week. The escalating conflict between the U.S. and Iran dominated trading across all asset classes and…
Market movement this week led to a flattening yield curve as the spread between the 2yr Treasury and the 10yr Treasury moved down by around…
A steady stream of economic data and geopolitical shocks moved through markets this week, creating a turbulent environment across both fixed income and equity markets.…
It’s been a volatile week for all markets in general as tensions remain high in the Middle East. Since Monday, 10yr Treasury yields are up…
The 2026 Winter Olympics ended this past Sunday, with Norway leading the podium at 41 total medals, followed by the United States with 33 and…
Happy Friday everyone! It was a short week due to President’s Day on Monday, but we still had an onslaught of important economic releases packed…
Expectations for Federal Reserve interest-rate cuts were jostled this week by a surprising mix of U.S. economic data. First, the release of weaker-than-expected December retail…
This week started off with the infamous Punxsutawney Phil predicting six more weeks of winter by seeing his shadow. In honor of Groundhog’s Day, I…
The Federal Reserve left interest rates unchanged this week, signaling patience as officials assess an economy that continues to show resilience. Chair Jerome Powell said…
Economic news this week was dominated by a flurry of high-impact headlines out of the World Economic Forum in Davos, Switzerland. The most notable development…
Another whirlwind week comes to a close on a bit calmer footing. Several key releases on inflation and consumer spending came out this week which…
Good morning and Happy Jobs Report Friday! This morning, the Bureau of Labor Statistics released the December jobs report which showed that nonfarm payrolls rose…
The first trading day of the new year opened quietly, as expected. With holidays and early market closures limiting activity, there was little in the…
Merry Christmas to all those who celebrated this week! During the week of Christmas, financial markets typically move with the same energy of a post-gift-run…
The Holiday season is in full swing as more delayed economic data arrived in time for Christmas! On Tuesday, the Bureau of Labor Statistics released…
The Federal Reserve delivered a much anticipated 25bp rate cut on Wednesday, its third consecutive cut this year, but paired the move with a cautionary…
Tis the season! Thanksgiving has come and gone, and now it is time for the real holiday! Conference Championship Weekend in college football is here…