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Jobs Data Shifts Fed Outlook

September 4, 2026 The prior week’s Jackson Hole keynote by new Federal Reserve Chair Kevin Warsh struck a more hawkish

Fed Signals Patience

August 28, 2026 Federal Reserve Chair Kevin Warsh delivered his first Jackson Hole address this morning, placing inflation firmly at

Labor Market Softens

August 7, 2026 The July employment report was the week’s dominant story as U.S. employers unexpectedly cut jobs during the

Fed Holds Amid Mixed Signals

This week included the much-anticipated Federal Open Market Committee meeting concluding on July 29th. The Federal Reserve held its policy

Treasury Yields Rise on Data

July 24th, 2026 A renewed climb in oil prices and firm economic data pushed U.S. Treasury yields to fresh highs

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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