March 2024 – Bond Market Review
Recent economic data continues to suggest positive but below trend growth this year. Labor markets remain solid, and the U.S. consumer has demonstrated resiliency.
3/8 – Weekly Economic Highlights
The economic data released during the past week served as a stark reminder to investors the path to get core inflation down to the Federal Reserve 2% policy objective will be non-linear and challenging in 2024.
February 2024 – Bond Market Review
Recent economic data continues to suggest positive but below trend growth this year. Labor markets remain solid, and the U.S. consumer has demonstrated resiliency.
3/1 – Weekly Economic Highlights
The economic data released during the past week served as a stark reminder to investors the path to get core inflation down to the Federal Reserve 2% policy objective will be non-linear and challenging in 2024.
2/23 – Weekly Economic Highlights
The economic data released during the past week served as a stark reminder to investors the path to get core inflation down to the Federal Reserve 2% policy objective will be non-linear and challenging in 2024.
2/16 – Weekly Economic Highlights
The economic data released during the past week served as a stark reminder to investors the path to get core inflation down to the Federal Reserve 2% policy objective will be non-linear and challenging in 2024.
2/9 – Weekly Economic Highlights
In a light week for economic releases, investor sentiment was dominated by Federal Reserve speakers. Fed Chairman Jerome Powell reiterated in a 60 Minutes TV interview that the FOMC (Federal Open Market Committee) wants to see more progress on inflation before cutting rates and downplayed chances for the first rate cut in March.
2/2 – Weekly Economic Highlights
The Job Openings and Labor Turnover report on Tuesday showed an unexpected rise in job openings in December, from an upwardly revised 8.9 million in November to 9.0 million representing a healthy ratio of around 1.5 jobs for every unemployed individual.
January 2024 – Bond Market Review
Recent economic data continues to suggest positive but below trend growth this year. Labor markets remain solid, and the U.S. consumer has demonstrated resiliency.
1/26 – Weekly Economic Highlights
The US economy grew at a surprisingly strong rate of 3.3% in the fourth quarter of 2023, according to the advanced estimate for GDP. The consensus estimate for fourth quarter GDP was significantly lower at 2.0%. The data continues to illustrate the strength of the consumer as personal consumption came in slightly above estimates at 2.8.