February 2026 Monthly Bond Market Review
Recent economic data point to moderating inflation and a continued rebalancing in labor market conditions. Although price pressures remain modestly above the Federal Reserve’s longer-run target, the unemployment rate has declined to 4.3%. As the data flow stabilizes, the Chandler team expects further yield curve steepening as the Federal Reserve gradually guides the policy rate […]
Inflation Eases While Consumers Slow Down
The market received some key economic datapoints this week as some reports have been delayed due to the government shutdowns. The long-awaited advance retail sales reading from December was flat on a month-over-month basis, much lower than expected following a strong November print, indicating that holiday spending was pulled forward. Control group sales, which feeds […]
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 above the Federal Reserve’s longer‑run objective and the unemployment rate dropping to 4.4%. As the data flow normalizes, the Chandler team anticipates additional yield curve steepening as the Federal Reserve gradually guides the policy rate […]
01/02/2026: Economy Grows, but Confidence Weakens
The market digested key economic datapoints in the last two weeks of 2025. The highly anticipated third quarter US GDP estimate came in at 4.3%, the fastest pace in two years and much stronger than Bloomberg consensus expectations calling for 3.3%. The strong print was primarily driven by consumer spending, which accelerated to 3.5% versus […]