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 […]