Latest Insights
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
January 2, 2026
Monthly Review
December 2025 – Bond Market Review
The near-term economic outlook continues to be distorted by the data delays from the government shutdown. Recently released government data—reflecting
December 30, 2025
Weekly Highlights
12/19/25: Inflation Slows; Labor Market Shows Signs of Cooling
Although the data lag from the government shutdown remains a factor, this week provided a slew of catch-up economic data
December 19, 2025
