Latest Insights

Weekly Highlights
2/21/25: US Economic Update: FOMC Minutes, Housing Market Trends, and Jobless Claims
Although economic data was light this holiday shortened week, market participants gained further insight into the possible path forward for monetary policy through the release of the Federal Open Market Committee (FOMC) meeting minutes as well as trends in the US housing market.
February 21, 2025

Monthly Review
February 2025 – 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.
February 20, 2025

Weekly Highlights
2/14/25: US Economic Update: CPI, PPI, Retail Sales, and Treasury Rates
This week’s economic data provided valuable insight into the state of the consumer and inflation. The headline Consumer Price Index (CPI) accelerated to 0.5% m/m and 3.0% y/y in January. The Core CPI, which excludes the volatile food and energy sectors, jumped 0.4% m/m and 3.3% y/y.
February 14, 2025