9/06/24: Measured Easing Amid Mixed Labor Market Data
The Treasury market is pricing in an aggressive monetary policy response to the softening but clearly not recessionary labor market backdrop.
8/30/24: Strong GDP Growth, Stable Inflation, and Fed Rate Cut Anticipation
The economic releases this week presented several key data points which will likely influence near-term decisions regarding Monetary Policy.
8/23/24: Fed Chair Powell’s Jackson Hole Speech Signals Potential Rate Cuts Amidst Easing Inflation and Employment Risks
In a light data week investors were focused on a speech from Fed Chair Jay Powell at the Economic Symposium in Jackson Hole, Wyoming, on Friday.
August 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.
8/16/24: Inflation Data Supports Fed Rate Cut in September
Inflation data this week should provide more support for the Federal Reserve to cut rates at the September meeting.
8/09/24: Market Volatility Persists Amid Economic Concerns
Following last week’s weak employment report, financial market volatility continued, driven by persistent economic concerns, central bank actions, and global market reactions.
8/02/24: Fed Holds Rates Steady as Labor Market Weakens
In addition to this week’s Fed meeting, market participants were primarily focused on the significant amount of labor market data released this week.
7/26/24: Q2 GDP Beats Expectations, Inflation Moderates, and Key Market Indicators for July
Expectations surrounding the trajectory of monetary policy adjustments in 2024 and beyond remain in focus for investors.
July 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.
7/19/24: 2024 Monetary Policy Outlook: Fed Rate Cut Expected in September Amid Positive Economic Indicators
Expectations surrounding the trajectory of monetary policy adjustments in 2024 and beyond remain in focus for investors.