Fed Holds Steady as Strong Economic Data Supports Six-Month Market Outlook
June 26, 2026 Resilient economic data releases over the past two weeks and the output from the June 17th
June 2026 Monthly Bond Market Review
The Iran conflict continues to influence global markets, with Brent crude peaking in late April before easing in May on
Strong Jobs, Cooling Inflation
May 29, 2026 Constructive comments from the White House on a continuation of the cease fire with Iran supported moderately lower Treasury
New Whitepaper – GASB 79: Origin and Purpose
Following the 2008–09 financial crisis, the SEC implemented significant reforms to Rule 2a-7 governing money market funds, including floating net
Markets Digest Divided Fed Minutes
May 22, 2026 The minutes from the April 29 Federal Open Market Committee (FOMC) meeting were released Wednesday, confirming what
May 2026 Monthly Bond Market Review
Recent economic data point to renewed inflationary pressure stemming from the conflict in the Middle East, while labor market conditions
Inflation Surges, Markets Stay Resilient
May 15, 2026 Kevin Warsh was finally confirmed by the Senate as the new chair of the Federal Reserve this
Iran Conflict, Oil, Jobs, Rates
The conflict with Iran and elevated oil prices continue to dominate market sentiment. The U.S. proposed a memorandum of understanding
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.