Latest Insights
Weekly Highlights
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
Investment Policy Updates for 2026: Changes to California Government Code
Have you incorporated the latest changes to California Government Code (CGC) into your agency’s investment policy? Changes to CGC occur
January 1, 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
