Recent Posts

Markets Face Tariffs

Trade policy uncertainty continued to shape financial markets this week as replacement tariffs under Section 122 of the Trade Act

Economic Data Signals Resilience

There was a plethora of economic data releases this week with most indicating the resilient economic backdrop remains in place.

January 2026 Bond Market Review

December economic data signaled moderating inflation alongside a continued rebalancing in labor market conditions, with price pressures still running modestly

11/19- Weekly Economic Highlights

This week’s economic data was mostly favorable. Though high inflation, supply chain constraints, and the ongoing health crisis continue to impact the overall economy, recent data supports the view that economic growth has picked up in the current quarter.

The Conference Board’s Leading Economic Index (LEI) increased 0.9% month-over-month in October, slightly above expectations and driven by widespread gains, following a 0.1% increase in September. On a year-over-year basis, the LEI was up 9.3% in October versus up 9.1% in September, suggesting economic growth has accelerated in the current quarter. Despite ongoing supply chain headwinds, the Conference Board expects economic growth to remain strong through year-end. Furthermore, the Conference Board expects the economy will continue to grow at an above-trend pace in the first quarter of next year.

READ MORE