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Weekly Highlights
10/3/25: U.S. Government Officially Shuts Down
The U.S. federal government officially shut down on October 1st after Congress failed to agree on a funding bill. The
October 3, 2025

Monthly Review
September 2025 – Bond Market Review
Economic data was mixed in August as market participants braced for a probable rate cut in September. Treasury yields were
September 30, 2025

Weekly Highlights
9/26/25: Inflation Persists as Growth Surges, but Fed Stays Wary
This week’s key economic data release included the Fed’s preferred gauge for inflation, the Core Personal Consumption expenditures (PCE). The
September 26, 2025
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Recent Posts
01/09/2026: Markets React to Policy Moves and Economic Signals
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December 2025 – Bond Market Review
12/19/25: Inflation Slows; Labor Market Shows Signs of Cooling
12/12/25: The Fed Lowers Rates in December