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
Economic Data Signals Resilience
There was a plethora of economic data releases this week with most indicating the resilient economic backdrop remains in place.
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.
Yields Fall, Growth Outlook Brightens
Volatility picked up across capital markets as US equities and commodities whipsawed while US treasury yields fell throughout the week.
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
Fed Holds Rates as Markets Weigh New Data
The market digested a myriad of news this week, with a focus on the Federal Reserve, as well as incoming
US Growth Steady Amid Geopolitical Tensions
Geopolitics continued to dominate headlines and weigh on investor sentiment this week as the US Administration pushed to assert greater
Inflation Eases as Housing and Spending Strengthen
Although geopolitical events and challenges to Fed independence made headlines this week, financial markets looked beyond these developments and focused
01/09/2026: Markets React to Policy Moves and Economic Signals
The first full week gave market participants an opportunity to assess slew of incoming economic data. The most notable development
Recent economic data indicates above-trend growth driven by a rise in consumer spending and a healthy US job market. While inflationary trends are subsiding, core levels remain above the Federal Reserve’s (Fed) 2% target. Given the cumulative effects of restrictive monetary policy and tighter financial conditions, we anticipate gradual economic softening, prompting the Fed to ease monetary policy in 2024.