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Markets Climb as Fed Shifts

Kevin Warsh’s Senate Banking Committee confirmation hearing for Federal Reserve Chair on April 21 placed the central bank’s upcoming leadership

April 2026 Monthly Bond Market Review

Recent economic data point to moderating growth alongside rising inflation pressures, as the U.S.-Israeli military campaign against Iran that began

Geopolitics Shape Markets, Fed Watch

Geopolitical headlines continue to materially impact market sentiment, and the latest news flow has been constructive. Israel and Lebanon agreed

March 2026 Monthly Bond Market Review

February economic data continued to reflect the measured disinflationary progression that has characterized conditions throughout the post-pandemic normalization cycle, with

February 2024 – Bond Market Review

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.

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