Latest Insights

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
January 9, 2026

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