Strong Economy Keeps Rates Elevated
August 21, 2026 It was a relatively light week for economic data but intra-day market volatility for fixed income investors
August 2026 Monthly Bond Market Review
Renewed hostilities between the United States and Iran unsettled energy markets in July, even as domestic data painted a more
Geopolitical Risks Drive Market Focus
August 14, 2026 Tension in the Middle East was a persistent theme this week. Negotiations between the US and Iran
New Whitepaper: Understanding Repurchase Agreements
Local government investment pools (LGIPs) are one of the most common investment products utilized by state and local governments nationwide.
Core Inflation Shows Moderation
July 17th, 2026 The week’s marquee economic data releases showed inflation cooling more than expected in June. Headline Consumer Price
July 2026 Monthly Bond Market Review
Energy prices and inflation remained the primary drivers of the macro backdrop as the U.S.-Israel-Iran conflict entered its third month,
US Economy Shows Signs of Moderation
July 10th, 2026 Economic data releases from the last two weeks have been mixed and market volatility picked up, primarily
Recent economic data indicates above-trend growth driven by a rise in consumer spending and a healthy US job market. While inflationary trends are subsiding, core levels remain above the Federal Reserve’s (Fed) 2% target. Given the cumulative effects of restrictive monetary policy and tighter financial conditions, we anticipate gradual economic softening, prompting the Fed to ease monetary policy in 2024.