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Oil Spike, Fed Meeting Ahead

The conflict with Iran remained the primary driver of market sentiment this week. Oil prices spiked as global supplies remained

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

Chandler’s 2020 Economic Outlook

We expect US economic growth to moderate in 2020 toward trend growth of 1.8% compared to 2.3% in 2019. Our thesis is largely underscored by the belief that the impact of monetary policy on economic growth is somewhat lagged, and the more accommodative monetary policy stance of the Federal Reserve (Fed) and other global central banks throughout 2019 should provide a tailwind for the economy in 2020. Though slow global growth continues to create a headwind for the US economy, and ongoing trade and Brexit negotiations may cause bumps in the road during 2020, we believe the Fed’s shift toward more aggressive policy accommodation in 2019 sets the stage for ongoing slow economic growth in the new year.

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