INSIGHTS

Views and Perspectives on Markets

Chandler Asset Management offers a wealth of knowledge in our many experienced professionals. The resources listed below provide you with valuable information, including market news and conditions, financial insights, and explanations of the market environment.

Chandler’s publications highlight conditions in the fixed income markets and economic indicators that may affect the bond markets, the yield curve, and Treasury yield spreads. Our weekly and monthly communications, whitepapers authored by investment professionals, participation at industry conferences and events, and other insights and news articles are below. If you would like to receive an electronic monthly copy of the Bond Market Review newsletter or be added to any other mailing lists, please CONTACT US.

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6/14/24 - May Inflation Data: CPI Unchanged, PPI Declines, Fed Maintains Cautious Stance

6/14/24 - May Inflation Data: CPI Unchanged, PPI Declines, Fed Maintains Cautious Stance

Following last week's strong employment report, investors shifted their focus to the latest...

6/7/24 - May's Employment Report Surges: 272K Jobs Added, Unemployment Rate Up to 4.0%

6/7/24 - May's Employment Report Surges: 272K Jobs Added, Unemployment Rate Up to 4.0%

Today’s employment report for May came in hotter than expected, with 272,000 jobs added to the US...

5/31/24 - Treasury Yields Volatile Amid Uncertain Monetary Policy: Analysis & Market Insights

5/31/24 - Treasury Yields Volatile Amid Uncertain Monetary Policy: Analysis & Market Insights

Treasury yields remain volatile as market participants’ view on the trajectory of monetary policy...

5/24/24 - Slowing Housing and Manufacturing, Yet Labor Market Strength Prevails

5/24/24 - Slowing Housing and Manufacturing, Yet Labor Market Strength Prevails

Economic releases this week indicated slowing in the housing market, and more slowing in...

5/17/24 - Inflation Focus: PPI and CPI Analysis, Retail Sales Dip, Housing Market Challenges

5/17/24 - Inflation Focus: PPI and CPI Analysis, Retail Sales Dip, Housing Market Challenges

Inflation data was the market’s focus this week after a string of hotter than expected data points...

5/10/24 - Market Digests Central Bank Actions and Economic Data

5/10/24 - Market Digests Central Bank Actions and Economic Data

The market embraced a relatively calmer tone this week amid light economic data. Early in the week,...

5/3/24 - US Labor Market Moderates in April: Fed Holds Rates, Housing Strong, Consumer Confidence Dips

5/3/24 - US Labor Market Moderates in April: Fed Holds Rates, Housing Strong, Consumer Confidence Dips

In April, the US labor market showed signs of moderation. The report released on Friday by the...

4/26 - Insights into US Consumer Strength and Inflation Trends Ahead of FOMC Meeting

4/26 - Insights into US Consumer Strength and Inflation Trends Ahead of FOMC Meeting

This week featured data releases that provide valuable insight into the strength of the US consumer...

4/19 - Market Recap: Mixed Economic Data Amidst Geopolitical Tensions

4/19 - Market Recap: Mixed Economic Data Amidst Geopolitical Tensions

Markets began the week with a muted reaction to escalating Middle East tensions with Iran’s...

4/12- Weekly Economic Highlights

4/12- Weekly Economic Highlights

Expectations around the projected path of monetary policy in 2024 remain fluid and volatile...

4/5- Weekly Economic Highlights

4/5- Weekly Economic Highlights

The last week of March was a shortened business week with an early closure on Thursday and full...

3/22 - Weekly Economic Highlights

3/22 - Weekly Economic Highlights

The Federal Open Market Committee (FOMC) meeting on Wednesday took center stage this week. As...

3/15 - Weekly Economic Highlights

3/15 - Weekly Economic Highlights

The Consumer Price Index (CPI) came in higher than expected in February, increasing 0.4%...

3/8 - Weekly Economic Highlights

3/8 - Weekly Economic Highlights

Bond market investors are analyzing Federal Reserve Chair Jerome Powell's recent testimony before...

February 2024 – Bond Market Review

February 2024 – Bond Market Review

Recent economic data indicates above-trend growth driven by a rise in consumer spending and a...

3/1 - Weekly Economic Highlights

3/1 - Weekly Economic Highlights

This week featured a proliferation of Fed speakers, along with key inflation, manufacturing, and...

2/23 - Weekly Economic Highlights

2/23 - Weekly Economic Highlights

The significant repricing of Fed expectations continued this week, currently the market has...

2/16 - Weekly Economic Highlights

2/16 - Weekly Economic Highlights

The economic data released during the past week served as a stark reminder to investors the path to...

2/9 - Weekly Economic Highlights

2/9 - Weekly Economic Highlights

In a light week for economic releases, investor sentiment was dominated by Federal Reserve...

2/2 - Weekly Economic Highlights

2/2 - Weekly Economic Highlights

The week was dominated by employment-related data with market participants also focused on...

January 2024 – Bond Market Review

January 2024 – Bond Market Review

Recent economic data has shown above trend growth fueled by a rise in consumer spending and a...

1/26 - Weekly Economic Highlights

1/26 - Weekly Economic Highlights

Economic releases this week continue to reflect the strength of the consumer, while restrictive...

1/19 - Weekly Economic Highlights

1/19 - Weekly Economic Highlights

US retail sales delivered a positive surprise, marking the strongest growth in three months. This...

1/12 - Weekly Economic Highlights

1/12 - Weekly Economic Highlights

Financial markets were focused on the release of inflation data this week inclusive of both the...

1/5 - Weekly Economic Highlights

1/5 - Weekly Economic Highlights

Starting off the new year, the December employment report exceeded expectations by adding 216,000...

12/29 - Weekly Economic Highlights

12/29 - Weekly Economic Highlights

Treasury yields continued to consolidate with rates ending the week marginally lower across all...

12/22 - Weekly Economic Highlights

12/22 - Weekly Economic Highlights

Financial market activity was dominated by the Federal Open Market Committee meeting this week. As...

12/15 - Weekly Economic Highlights

12/15 - Weekly Economic Highlights

Financial market activity was dominated by the Federal Open Market Committee meeting this week. As...

December 2023 – Bond Market Review

December 2023 – Bond Market Review

Recent economic data has shown above trend growth fueled by a rise in consumer spending and a...

12/8 - Weekly Economic Highlights

12/8 - Weekly Economic Highlights

The week was dominated by employment-related data which continues to depict a cooling but...

Investment Policy Statements for California Entities: Updates for 2024 Policies

Investment Policy Statements for California Entities: Updates for 2024 Policies

An Investment Policy Statement (IPS) is the foundation for a local government’s investment program...

12/1 - Weekly Economic Highlights

12/1 - Weekly Economic Highlights

Economic data released this week presented a mixed picture. The U.S. economy grew at an annualized...

11/17 - Weekly Economic Highlights

11/17 - Weekly Economic Highlights

The highly anticipated Consumer Price Index (CPI) inflation report for October was released on...

November 2023 – Bond Market Review

November 2023 – Bond Market Review

Recent economic data has shown above trend growth fueled by a rise in consumer spending and a...

11/10 - Weekly Economic Highlights

11/10 - Weekly Economic Highlights

It was a light week for economic data. Nevertheless, the data reinforced the Chandler outlook of...

11/3 - Weekly Economic Highlights

11/3 - Weekly Economic Highlights

Longer-term interest rates moved lower, and the equity market turned positive on a week-over-week...

10/27 - Weekly Economic Highlights

10/27 - Weekly Economic Highlights

The US economy grew well above trend in Q3 2023, with a 4.9% increase in Gross Domestic Product...

10/20 - Weekly Economic Highlights

10/20 - Weekly Economic Highlights

US Treasury rates increased after substantial swings this week, and the curve became significantly...

October 2023 – Bond Market Review

October 2023 – Bond Market Review

Recent economic data continues to suggest positive but below trend growth this year. Labor markets...

10/13 - Weekly Economic Highlights

10/13 - Weekly Economic Highlights

The US Treasury market rallied this week in a flight to quality move that resulted from the tragic...

10/6 - Weekly Economic Highlights

10/6 - Weekly Economic Highlights

Inclusive of today’s stronger than expected labor report, the market digested a significant amount...

9/29 - Weekly Economic Highlights

9/29 - Weekly Economic Highlights

Longer term Treasury yields migrated higher on a week-over-week basis as market participants...

9/22 - Weekly Economic Highlights

9/22 - Weekly Economic Highlights

The Federal Reserve (Fed) opted to maintain its key policy rate, the federal funds rate, within the...

9/15 - Weekly Economic Highlights

9/15 - Weekly Economic Highlights

Economic data released this week provided the Federal Reserve with key information to digest before...

September 2023 – Bond Market Review

September 2023 – Bond Market Review

Recent economic data continues to suggest positive but below trend growth this year. Although the...

9/8 - Weekly Economic Highlights

9/8 - Weekly Economic Highlights

This holiday-shortened week saw heavy corporate bond issuance as bond market participants returned...

9/1 - Weekly Economic Highlights

9/1 - Weekly Economic Highlights

Inclusive of today’s jobs report, the market digested a significant amount of top-tier data this...

8/25 - Weekly Economic Highlights

8/25 - Weekly Economic Highlights

Treasury yields drifted higher over the course of the week as the light economic data released...

8/18 - Weekly Economic Highlights

8/18 - Weekly Economic Highlights

This week’s data continued to demonstrate resilience of the US consumer as Retail Sales beat...

August 2023 – Bond Market Review

August 2023 – Bond Market Review

Recent economic data continues to suggest positive but below trend growth this year. Although the...

8/11 - Weekly Economic Highlights

8/11 - Weekly Economic Highlights

This week's inflation data provided encouraging indications of moderating inflation trends. The...

8/4 - Weekly Economic Highlights

8/4 - Weekly Economic Highlights

On Wednesday, the US Treasury's credit rating was downgraded by Fitch, a nationally recognized...

7/28 - Weekly Economic Highlights

7/28 - Weekly Economic Highlights

As was widely anticipated, this week the Federal Open Market Committee (FOMC) voted unanimously to...

7/21 - Weekly Economic Highlights

7/21 - Weekly Economic Highlights

Economic data remained resilient this week, further solidifying the market’s expectation for...

July 2023 – Bond Market Review

July 2023 – Bond Market Review

Recent economic data continues to suggest positive but below trend growth this year. Although the...

7/14 - Weekly Economic Highlights

7/14 - Weekly Economic Highlights

This week, market participants were focused on inflation and associated implications for monetary...

Chandler - SDBJ Wealth Management Firm #1

Chandler - SDBJ Wealth Management Firm #1

Chandler Asset Management is proud to be ranked #1 for assets managed locally for the fiscal year...

7/7 - Weekly Economic Highlights

7/7 - Weekly Economic Highlights

The U.S. Bureau of Labor Statistics reported today that payrolls increased by 209,000 in June,...

6/30 - Weekly Economic Highlights

6/30 - Weekly Economic Highlights

On Wednesday Federal Reserve Chairman Jerome Powell at the ECB forum in Portugal signaled more...

6/23 - Weekly Economic Highlights

6/23 - Weekly Economic Highlights

This week, investors digested housing data which surprised to the upside. Total Housing Starts rose...

6/16 - Weekly Economic Highlights

6/16 - Weekly Economic Highlights

The Federal Open Market Committee (FOMC) met earlier this week and in a welcome development...

June 2023 – Bond Market Review

June 2023 – Bond Market Review

Recent economic data continues to suggest positive but below trend growth this year. Although the...

6/9 - Weekly Economic Highlights

6/9 - Weekly Economic Highlights

Markets breathed a collective sigh of relief this week following the passing and signing of the...

6/2 - Weekly Economic Highlights

6/2 - Weekly Economic Highlights

The US House and Senate successfully passed legislation this week to suspend the US debt ceiling...

5/26 - Weekly Economic Highlights

5/26 - Weekly Economic Highlights

Economic data released this week had to take a back seat to the headlines associated with the...

5/19 - Weekly Economic Highlights

5/19 - Weekly Economic Highlights

This week US Treasury yields rose as debt ceiling talks progressed and the bond market absorbed key...

5/12 - Weekly Economic Highlights

5/12 - Weekly Economic Highlights

Following last week’s Federal Open Market Committee Meeting on May 3rd the most anticipated...

May 2023 – Bond Market Review

May 2023 – Bond Market Review

Economic trends have been decelerating along with tighter financial conditions and restrictive...

5/05 - Weekly Economic Highlights

5/05 - Weekly Economic Highlights

This week market participants were focused on continued stress in the banking sector, the Federal...

4/28 - Weekly Economic Highlights

4/28 - Weekly Economic Highlights

Financial market participants digested a slew of economic data and corporate earnings this week...

4/21 - Weekly Economic Highlights

4/21 - Weekly Economic Highlights

Although economic data was fairly light this week, there was a full slate of speaking engagements...

Press Release: Chandler Announces New Hires

Press Release: Chandler Announces New Hires

We are pleased to announce the appointment of two new key team members. The firm has hired a Chief...

April 2023 – Bond Market Review

April 2023 – Bond Market Review

Economic trends have been decelerating along with tighter financial conditions and restrictive...

4/14 - Weekly Economic Highlights

4/14 - Weekly Economic Highlights

Investors had a large amount of economic data to process this week, with the March Consumer Price...

The US Labor Market

The US Labor Market

The purpose of this white paper is to outline the key components of the US labor market, its...

4/07 - Weekly Economic Highlights

4/07 - Weekly Economic Highlights

The Chandler team has been calling for positive, but below trend growth, in the first half of 2023...

3/31 - Weekly Economic Highlights

3/31 - Weekly Economic Highlights

Financial market volatility eased as participants took a breather from the hectic pace that...

3/24 - Weekly Economic Highlights

3/24 - Weekly Economic Highlights

Market participants were highly focused on central bank activity around the world this week. The...

3/17 - Weekly Economic Highlights

3/17 - Weekly Economic Highlights

Economic data this week including top tier inflation data was overshadowed by Silicon Valley Bank...

March 2023 – Bond Market Review

March 2023 – Bond Market Review

Investors continued to weigh the probabilities of a hard or soft economic landing in the face of...

3/10 - Weekly Economic Highlights

3/10 - Weekly Economic Highlights

US Nonfarm payroll employment rose by 311,000, beating expectations calling for a 225,000 increase...

3/03 - Weekly Economic Highlights

3/03 - Weekly Economic Highlights

Ten-Year and Thirty-Year Treasury notes traded with a yield in excess of 4% this week, moving back...

2/24 - Weekly Economic Highlights

2/24 - Weekly Economic Highlights

The market digested top-tier economic data this week along with a hawkish tone reflected in the...

2/17 - Weekly Economic Highlights

2/17 - Weekly Economic Highlights

This week’s top tier economic data focused on inflation both at the consumer and producer level....

February 2023 – Bond Market Review

February 2023 – Bond Market Review

Market volatility has intensified as investors weigh the probabilities of a hard or soft economic...

2/10 - Weekly Economic Highlights

2/10 - Weekly Economic Highlights

Although economic data was relatively light this week, numerous members of the Federal Reserve...

2/03 - Weekly Economic Highlights

2/03 - Weekly Economic Highlights

This morning’s employment report surprised to the upside with 517,000 jobs added to the US economy...

1/27 - Weekly Economic Highlights

1/27 - Weekly Economic Highlights

Interest rates continue to trade in recently established ranges but did migrate higher over the...

1/20 - Weekly Economic Highlights

1/20 - Weekly Economic Highlights

Market volatility continued this week as investors digested softer economic data. The December...

1/13 - Weekly Economic Highlights

1/13 - Weekly Economic Highlights

Market participants focused on December’s Consumer Price Index (CPI) report this week. Headline CPI...

January 2023 – Bond Market Review

January 2023 – Bond Market Review

Market volatility has intensified as global central banks pursue monetary policies to combat...

1/6 - Weekly Economic Highlights

1/6 - Weekly Economic Highlights

The U.S. economy added 223,000 jobs in December, slightly higher than market expectations of...

12/30 - Weekly Economic Highlights

12/30 - Weekly Economic Highlights

Although volume in financial markets was soft this holiday week, there were a few data releases...

12/23 - Weekly Economic Highlights

12/23 - Weekly Economic Highlights

In a surprise to markets, on Tuesday the Bank of Japan finally capitulated and adjusted their yield...

Modern Monetary Inflation

Modern Monetary Inflation

As a thought experiment, one could ponder what would happen if a modern-day tycoon, such as Elon...

12/16 - Weekly Economic Highlights

12/16 - Weekly Economic Highlights

As expected at the December 14th meeting, the Federal Open Market Committee (FOMC) raised the fed...

December 2022 – Bond Market Review

December 2022 – Bond Market Review

Market volatility has intensified as financial conditions tighten and global central banks pursue...

12/09 - Weekly Economic Highlights

12/09 - Weekly Economic Highlights

Economic data releases were light and bond yields remained volatile this week as market...

12/02 - Weekly Economic Highlights

12/02 - Weekly Economic Highlights

The market received key updates on the state of the US economy this week; the November employment...

11/23 - Weekly Economic Highlights

11/23 - Weekly Economic Highlights

Economic data was light in this U.S. holiday-shortened week. Monday’s release of the Chicago Fed...

11/18 - Weekly Economic Highlights

11/18 - Weekly Economic Highlights

Recent inflation data releases from both the Consumer Price Index (CPI) and Producer Price Index...

November 2022 – Bond Market Review

November 2022 – Bond Market Review

Heightened financial market volatility remains as financial conditions continue to tighten and...

Chandler Announces New CEO

Chandler Announces New CEO

We are excited to announce an important communication about the Chandler Asset Management...

11/04 - Weekly Economic Highlights

11/04 - Weekly Economic Highlights

As expected at the November 2nd meeting, the Federal Open Market Committee (FOMC) raised the fed...

10/28 - Weekly Economic Highlights

10/28 - Weekly Economic Highlights

Financial markets remain volatile as inflation data continues to point toward further increases in...

10/21 - Weekly Economic Highlights

10/21 - Weekly Economic Highlights

At the top of global news this week, the United Kingdom’s Prime Minister Liz Truss announced her...

10/14 - Weekly Economic Highlights

10/14 - Weekly Economic Highlights

The market digested key inflation data this week, starting out with the Producer Price Index (PPI)...

October 2022 – Bond Market Review

October 2022 – Bond Market Review

Market volatility has intensified as financial conditions tighten and global central banks pursue...

10/7 - Weekly Economic Highlights

10/7 - Weekly Economic Highlights

Multiple top-tier economic data released this week continues to suggest the growth backdrop for the...

Chandler Announces New Hire

Chandler Announces New Hire

Chandler Asset Management is pleased to announce the expansion of their Business Development team. ...

9/30 - Weekly Economic Highlights

9/30 - Weekly Economic Highlights

Market volatility intensified this week as global central banks acted to maintain financial...

9/23 - Weekly Economic Highlights

9/23 - Weekly Economic Highlights

Global central banks continued increasing policy rates this week, following a 0.75% increase in the...

9/16 - Weekly Economic Highlights

9/16 - Weekly Economic Highlights

Economic data surprised the markets this week with a much stronger than expected Consumer Price...

September 2022 – Bond Market Review

September 2022 – Bond Market Review

Persistently high inflation and more restrictive monetary policies around the globe are setting the...

9/9- Weekly Economic Highlights

9/9- Weekly Economic Highlights

The European Central Bank (ECB) raised interest rates by 0.75% for the first time in its history on...

9/2- Weekly Economic Highlights

9/2- Weekly Economic Highlights

Overall economic data released this week remain consistent with the moderating growth and inflation...

8/26- Weekly Economic Highlights

8/26- Weekly Economic Highlights

Global policy leaders met at the annual Jackson Hole Economic Symposium this week. Federal Reserve...

8/19- Weekly Economic Highlights

8/19- Weekly Economic Highlights

Federal Reserve officials continue to reiterate their resolve to increase the federal funds rate at...

8/12- Weekly Economic Highlights

8/12- Weekly Economic Highlights

Inflation reports this week indicated the possibility of easing price pressures with both the CPI...

August 2022 – Bond Market Review

August 2022 – Bond Market Review

Tightening financial conditions and higher interest rates continue to adversely impact the...

8/5- Weekly Economic Highlights

8/5- Weekly Economic Highlights

The U.S. economy added 528,000 jobs in July, more than double market expectations of 250,000, and...

7/29- Weekly Economic Highlights

7/29- Weekly Economic Highlights

Tightening financial conditions and the year-to-date increase in interest rates continue to...

7/22- Weekly Economic Highlights

7/22- Weekly Economic Highlights

Corporate earnings season for 2Q22 is underway, with about 20% of the companies in the S&P 500...

7/15- Weekly Economic Highlights

7/15- Weekly Economic Highlights

The market received reports on inflation this week surpassing expectations, likely increasing the...

July 2022 – Bond Market Review

July 2022 – Bond Market Review

Financial markets are experiencing heightened volatility and tighter conditions as central banks...

CCO's Article in Newsweek

CCO's Article in Newsweek

Joseph Kolinsky, Chief Compliance Officer, published another article entitled, "Asset Management...

7/8- Weekly Economic Highlights

7/8- Weekly Economic Highlights

U.S. employers added more jobs in June than the consensus forecast of economists while the...

7/1- Weekly Economic Highlights

7/1- Weekly Economic Highlights

The market digested a wide range of key data this week about the health of the US economy, and it...

Tightening Monetary Policy and Risk Management Considerations

Tightening Monetary Policy and Risk Management Considerations

Interest rates have increased significantly, and risk assets including equities and corporate bonds...

6/24- Weekly Economic Highlights

6/24- Weekly Economic Highlights

Economic data releases the past week was for the most part lackluster, with the Chicago National...

6/17- Weekly Economic Highlights

6/17- Weekly Economic Highlights

Market volatility escalated this week as the Federal Open Market Committee reacted to persistently...

June 2022 – Bond Market Review

June 2022 – Bond Market Review

Financial markets are experiencing heightened volatility and tighter conditions as central banks...

6/10- Weekly Economic Highlights

6/10- Weekly Economic Highlights

Financial market participants continued to assess the impact of higher energy prices and new...

6/3- Weekly Economic Highlights

6/3- Weekly Economic Highlights

The market received a slightly better than expected employment report this morning, supportive of...

5/27- Weekly Economic Highlights

5/27- Weekly Economic Highlights

This morning the market digested updates on inflation and the health of the US consumer with the...

5/20- Weekly Economic Highlights

5/20- Weekly Economic Highlights

Market volatility remains elevated and the sought after ‘consolidation phase’ with more stable...

May 2022 – Bond Market Review

May 2022 – Bond Market Review

Financial markets are experiencing heightened volatility and tighter conditions as central banks...

5/13- Weekly Economic Highlights

5/13- Weekly Economic Highlights

Market volatility continued this week as investors absorbed new inflation data and the prospect of...

5/6- Weekly Economic Highlights

5/6- Weekly Economic Highlights

Financial markets remained volatile this week after digesting the actions of the Federal Open...

Chandler - SDBJ Wealth Management Firm

Chandler - SDBJ Wealth Management Firm

The San Diego Business Journal released its list of top Wealth Management Firms and Chandler Asset...

4/29- Weekly Economic Highlights

4/29- Weekly Economic Highlights

US GDP unexpectedly declined at an annualized rate of 1.4% in the first quarter of 2022, coming off...

4/22- Weekly Economic Highlights

4/22- Weekly Economic Highlights

Elevated market volatility continued over the past two weeks and US Treasury rates moved...

April 2022 – Bond Market Review

April 2022 – Bond Market Review

The Russian invasion into Ukraine and resulting Western sanctions on Russia continue to impact...

4/8- Weekly Economic Highlights

4/8- Weekly Economic Highlights

Volatility across asset classes remains elevated as market participants continue to recalibrate...

4/1- Weekly Economic Highlights

4/1- Weekly Economic Highlights

This week featured a robust set of economic data supportive of a more restrictive Federal Reserve...

3/25- Weekly Economic Highlights

3/25- Weekly Economic Highlights

Financial markets were mixed this week as Treasury yields increased amid ongoing developments in...

3/18- Weekly Economic Highlights

3/18- Weekly Economic Highlights

The Federal Open Market Committee (FOMC) met this week and struck a hawkish tone. Fed Chair Powell...

March 2022 – Bond Market Review

March 2022 – Bond Market Review

The Russian invasion of Ukraine and resulting Western sanctions on Russia have fueled volatility in...

3/11- Weekly Economic Highlights

3/11- Weekly Economic Highlights

Unfortunately, there was a continued escalation of hostilities in eastern Europe this week with...

3/4- Weekly Economic Highlights

3/4- Weekly Economic Highlights

Geopolitical risk and the escalating Russia invasion of Ukraine continues to heavily influence...

2/25- Weekly Economic Highlights

2/25- Weekly Economic Highlights

The reality and human tragedy of the Russian invasion into Ukraine increased volatility in the...

2/18- Weekly Economic Highlights

2/18- Weekly Economic Highlights

Market sentiment shifted this week to a risk-off mentality as the threat of a Russian invasion into...

February 2022 – Bond Market Review

February 2022 – Bond Market Review

As a result of less US fiscal support and a reduction of monetary accommodation by the Federal...

2/11- Weekly Economic Highlights

2/11- Weekly Economic Highlights

U.S. consumer prices climbed more than expected in January as inflation hit highs not seen since...

2/4- Weekly Economic Highlights

2/4- Weekly Economic Highlights

The January employment report surprised to the upside today with US nonfarm payroll growth of...

1/28- Weekly Economic Highlights

1/28- Weekly Economic Highlights

An investment theme for the Chandler team going into 2022 centered around markets being at an...

1/21- Weekly Economic Highlights

1/21- Weekly Economic Highlights

Total housing starts were better than expected in December, up 1.4% to an annual pace of 1,702,000....

1/14- Weekly Economic Highlights

1/14- Weekly Economic Highlights

Inflation continues to run well above the Fed’s longer-run target of around 2.0%. The Consumer...

January 2022 – Bond Market Review

January 2022 – Bond Market Review

Fed policymakers have recently pivoted toward a more hawkish stance as inflation indices continue...

1/7- Weekly Economic Highlights

1/7- Weekly Economic Highlights

Job growth slowed in December, with US nonfarm payroll growth of just 199,000 in the month versus...

12/31- Weekly Economic Highlights

12/31- Weekly Economic Highlights

Inflation remains top of mind for financial market participants heading into the new year. The...

Chandler Announces Co-Chief Investment Officers (CIOs)

Chandler Announces Co-Chief Investment Officers (CIOs)

Chandler Asset Management, Inc. is pleased to announce that William Dennehy II, CFA, Scott...

12/17- Weekly Economic Highlights

12/17- Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept the fed funds target rate unchanged this week, in a...

12/10- Weekly Economic Highlights

12/10- Weekly Economic Highlights

Consumer price inflation remained elevated in November, in line with expectations. The Consumer...

December 2021 – Bond Market Review

December 2021 – Bond Market Review

In our view, economic growth is likely to moderate but remain modestly above-trend in 2022, fueled...

12/3- Weekly Economic Highlights

12/3- Weekly Economic Highlights

Job growth was weaker than expected in November, but the unemployment rate still declined four...

11/19- Weekly Economic Highlights

11/19- Weekly Economic Highlights

This week’s economic data was mostly favorable. Though high inflation, supply chain constraints,...

Chandler's CCO's Article in Newsweek

Chandler's CCO's Article in Newsweek

Chandler is proud to announce that our Chief Compliance Officer, Joseph Kolinsky, has contributed...

Central Banks to the Rescue

Central Banks to the Rescue

The novel coronavirus pandemic that spread across the globe beginning in late 2019 and early 2020...

11/12– Weekly Economic Highlights

11/12– Weekly Economic Highlights

President Biden is expected to sign the Infrastructure Investment and Jobs Act on Monday, a $1...

November 2021 – Bond Market Review

November 2021 – Bond Market Review

Real US gross domestic product (GDP) growth decelerated in the third quarter amid widespread supply...

11/5– Weekly Economic Highlights

11/5– Weekly Economic Highlights

The monthly nonfarm payrolls report was released this morning and the results were solid as the...

10/29– Weekly Economic Highlights

10/29– Weekly Economic Highlights

Real US gross domestic product (GDP) growth decelerated in the third quarter amid widespread supply...

10/22– Weekly Economic Highlights

10/22– Weekly Economic Highlights

The pace of economic growth appears to be moderating from a very high level, but the outlook for...

10/15– Weekly Economic Highlights

10/15– Weekly Economic Highlights

Minutes from the Federal Open Market Committee (FOMC) September meeting indicate that the potential...

October 2021 – Bond Market Review

October 2021 – Bond Market Review

The ongoing health crisis and related supply chain bottlenecks continue to have a meaningful impact...

10/8– Weekly Economic Highlights

10/8– Weekly Economic Highlights

Job growth was weaker than expected in September, but the unemployment rate fell below 5% for the...

10/1– Weekly Economic Highlights

10/1– Weekly Economic Highlights

Economic data remain somewhat mixed and we believe the ongoing health crisis and related supply...

9/24– Weekly Economic Highlights

9/24– Weekly Economic Highlights

As expected, the Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting...

9/17– Weekly Economic Highlights

9/17– Weekly Economic Highlights

Retail sales were stronger than expected in August, up 0.7% month-over-month versus expectations...

9/10– Weekly Economic Highlights

9/10– Weekly Economic Highlights

The Federal Reserve’s Beige Book report, prepared in advance of the upcoming Federal Open Market...

September 2021 – Bond Market Review

September 2021 – Bond Market Review

While we believe the economy continues to grow at an above-trend pace, some economists have...

9/3– Weekly Economic Highlights

9/3– Weekly Economic Highlights

The impact of the Delta variant was evident across multiple economic indicators this week....

8/27– Weekly Economic Highlights

8/27– Weekly Economic Highlights

Fed Chair Jerome Powell delivered his speech at the Jackson Hole economic symposium this morning....

8/20– Weekly Economic Highlights

8/20– Weekly Economic Highlights

Retail sales were softer than expected in July, down 1.1% month-over-month. On a year-over-year...

8/13 – Weekly Economic Highlights

8/13 – Weekly Economic Highlights

While the US economic reopening theme continues, the path toward a full reopening of the economy...

August 2021 – Bond Market Review

August 2021 – Bond Market Review

While some pockets of the economy remain dislocated, US real gross domestic product (GDP) has...

8/6 – Weekly Economic Highlights

8/6 – Weekly Economic Highlights

Economic data released this week was solid, highlighted by this morning’s above consensus non-farm...

7/30– Weekly Economic Highlights

7/30– Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting this week....

7/23– Weekly Economic Highlights

7/23– Weekly Economic Highlights

This week’s housing data suggest that the housing market remains strong, underpinned by strong...

7/16– Weekly Economic Highlights

7/16– Weekly Economic Highlights

The Consumer Price Index (CPI) was up 5.4% year-over-year in June versus up 5.0% in May. Core CPI...

Evaluating Proposals for Investment Advisory Services

Evaluating Proposals for Investment Advisory Services

Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most...

7/9– Weekly Economic Highlights

7/9– Weekly Economic Highlights

The economic calendar was light post the July 4th holiday with only three data releases of moderate...

July 2021 – Bond Market Review

July 2021 – Bond Market Review

We believe the outlook for US economic growth in the second half of the year is strong, fueled by...

7/2– Weekly Economic Highlights

7/2– Weekly Economic Highlights

Job growth was stronger than expected in June. U.S. nonfarm payrolls increased by 850,000, versus...

6/25– Weekly Economic Highlights

6/25– Weekly Economic Highlights

Economic data has been somewhat softer than expected in recent weeks. This week new home sales,...

6/18– Weekly Economic Highlights

6/18– Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting this week....

June 2021 – Bond Market Review

June 2021 – Bond Market Review

Estimates for US gross domestic product (GDP) growth this year have been revised higher. The...

6/11– Weekly Economic Highlights

6/11– Weekly Economic Highlights

Consumer prices rose faster than expected in May. The Consumer Price Index (CPI) was up 5.0%...

6/4– Weekly Economic Highlights

6/4– Weekly Economic Highlights

Job growth was modestly below expectations in May. U.S. nonfarm payrolls increased by 559,000,...

5/28– Weekly Economic Highlights

5/28– Weekly Economic Highlights

The Federal Reserve's key inflation gauge was slightly higher than expected in April. The Personal...

5/21– Weekly Economic Highlights

5/21– Weekly Economic Highlights

The Conference Board’s Leading Economic Index (LEI) jumped 1.6% month-over-month in April (stronger...

Section 115 Trust Considerations for Public Agencies for Funding OPEB Obligations

Section 115 Trust Considerations for Public Agencies for Funding OPEB Obligations

Across the country, public agencies, corporations, and individuals face the challenges of funding...

5/14– Weekly Economic Highlights

5/14– Weekly Economic Highlights

Rising pricing pressure, which the Fed has been expecting, is starting to show up in the data. In...

May 2021 – Bond Market Review

May 2021 – Bond Market Review

We believe accommodative monetary policy, robust fiscal spending, and continued progress on vaccine...

5/7– Weekly Economic Highlights

5/7– Weekly Economic Highlights

The economy added far fewer jobs than expected in April. U.S. nonfarm payrolls increased by...

4/30– Weekly Economic Highlights

4/30– Weekly Economic Highlights

The Federal Open Market Committee kept their target fed funds rate and asset purchase program...

4/23– Weekly Economic Highlights

4/23– Weekly Economic Highlights

Optimism regarding the economic outlook is quite strong, with the consensus forecast calling for...

4/16– Weekly Economic Highlights

4/16– Weekly Economic Highlights

This week’s economic data were robust, affirming our view that economic activity is likely to...

Chandler Announces President of Firm and New Chief Compliance Officer

Chandler Announces President of Firm and New Chief Compliance Officer

Chandler Asset Management is pleased to announce that in support of its rapid growth as well as...

April 2021 – Bond Market Review

April 2021 – Bond Market Review

We believe economic growth is poised to accelerate meaningfully in the current quarter as vaccine...

4/9– Weekly Economic Highlights

4/9– Weekly Economic Highlights

According to the Centers for Disease Control and Prevention (CDC), more than a third of the US...

4/2– Weekly Economic Highlights

4/2– Weekly Economic Highlights

U.S. nonfarm payrolls were much stronger than expected in March, up 916,000, versus the Bloomberg...

3/26– Weekly Economic Highlights

3/26– Weekly Economic Highlights

Recent economic data have been somewhat disappointing. Severe winter weather across many parts of...

3/19– Weekly Economic Highlights

3/19– Weekly Economic Highlights

The Federal Open Market Committee kept monetary policy unchanged at their meeting this week as...

3/12– Weekly Economic Highlights

3/12– Weekly Economic Highlights

President Biden signed the $1.9 trillion fiscal relief plan yesterday, bringing the total amount of...

March 2021 – Bond Market Review

March 2021 – Bond Market Review

Estimates for US gross domestic product (GDP) growth this year have been revised higher. The...

3/5– Weekly Economic Highlights

3/5– Weekly Economic Highlights

U.S. nonfarm payrolls were stronger than expected in February, up 379,000, versus the Bloomberg...

Qualified Institutional Buyer (QIB): What Is It and How Has It Changed?

Qualified Institutional Buyer (QIB): What Is It and How Has It Changed?

You may be thinking to yourself “what is a Qualified Institutional Buyer (QIB), and why may it be...

2/26– Weekly Economic Highlights

2/26– Weekly Economic Highlights

Treasury yields climbed this week, with the 10-year Treasury yield rising roughly 12 basis points...

2/19– Weekly Economic Highlights

2/19– Weekly Economic Highlights

Following a somewhat sluggish holiday shopping season, retail sales picked up in January assisted...

2/12– Weekly Economic Highlights

2/12– Weekly Economic Highlights

During a virtual presentation for the Economic Club of New York this week, Fed Chair Powell...

February 16-18: Chandler Attends the 2021 CSMFO Virtual Conference & Exhibition

February 16-18: Chandler Attends the 2021 CSMFO Virtual Conference & Exhibition

We are excited to attend the California Society of Municipal Finance Officers (CSMFO)’s Virtual...

February 2021 – Bond Market Review

February 2021 – Bond Market Review

We believe financial market participants are mostly shrugging off current economic data, which have...

2/5– Weekly Economic Highlights

2/5– Weekly Economic Highlights

The labor market remained under pressure in January. U.S. nonfarm payrolls were up just 49,000 in...

1/29– Weekly Economic Highlights

1/29– Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at their meeting this week...

1/22– Weekly Economic Highlights

1/22– Weekly Economic Highlights

Housing market momentum remained solid heading into 2021. Total housing starts increased 5.8% in...

1/15– Weekly Economic Highlights

1/15– Weekly Economic Highlights

Retail sales momentum slowed during the holiday shopping season. On a year-over-year basis, retail...

January 2021 – Bond Market Review

January 2021 – Bond Market Review

While we remain optimistic about the longer-term outlook, recent economic data suggests that the...

1/8– Weekly Economic Highlights

1/8– Weekly Economic Highlights

U.S. nonfarm payrolls declined by 140,000 in December. It was the first monthly decline in nonfarm...

12/31– Weekly Economic Highlights

12/31– Weekly Economic Highlights

After several months of tense negotiations, Congress compromised on a $900 billion fiscal relief...

12/18– Weekly Economic Highlights

12/18– Weekly Economic Highlights

Recent economic data suggests that the economy has lost momentum as virus cases have risen. We...

December 2020 – Bond Market Review

December 2020 – Bond Market Review

The economy has improved significantly from the early stage of the pandemic, but GDP remains well...

Chandler’s Professionals at the 2020 ACWA Fall Virtual Conference & Exhibition

Chandler’s Professionals at the 2020 ACWA Fall Virtual Conference & Exhibition

We are excited to attend the Association of California Water Agencies Fall Virtual Conference. Our...

November 2020 – Bond Market Review

November 2020 – Bond Market Review

While near-term headwinds from the pandemic and lack of additional fiscal relief continue to...

Negative Yields – And Why They are (Still) Unlikely to Happen in the U.S.

Negative Yields – And Why They are (Still) Unlikely to Happen in the U.S.

Please see Chandler’s updated whitepaper where we revisit “Negative Yields – and Why they are...

Senate Bill No. 998

Senate Bill No. 998

At Chandler Asset Management, we believe it is imperative that every California Local Agency review...

October 2020 – Bond Market Review

October 2020 – Bond Market Review

US equities experienced a moderate selloff in September (with the S&P 500 index down 3.9%...

October 14-15: Chandler Attends the 2020 CAJPA Virtual Conference & Exhibition

October 14-15: Chandler Attends the 2020 CAJPA Virtual Conference & Exhibition

We are excited to attend the California Association of Joint Powers Authorities Virtual Conference,

Chandler Participates in 2020 Association of California Healthcare Districts

Chandler Participates in 2020 Association of California Healthcare Districts

We are excited to attend the Association of California Healthcare Districts 68th Annual Virtual...

Chandler’s Professionals to present at the 2020 WFOA 65th Annual Virtual Conference

Chandler’s Professionals to present at the 2020 WFOA 65th Annual Virtual Conference

Managing Portfolio Duration

September 2020 – Bond Market Review

September 2020 – Bond Market Review

The US economy continues to experience a somewhat uneven and slowing pace of recovery, consistent...

Chandler Strengthens Business Efforts with Two New Offices and Additional Professionals

Chandler Strengthens Business Efforts with Two New Offices and Additional Professionals

Chandler Asset Management is pleased to announce that it is enhancing its services to its clients...

Finding Safety in a Volatile Corporate Market

Finding Safety in a Volatile Corporate Market

Over the past 20 years, there has been a significant shift in the ratings composition of the...

August 2020 – Bond Market Review

August 2020 – Bond Market Review

The second quarter was likely the low point for economic activity and the consensus forecast calls...

Chandler’s Professionals at the 2020 ACWA Summer Virtual Conference & Exhibition

Chandler’s Professionals at the 2020 ACWA Summer Virtual Conference & Exhibition

We are excited to attend the Association of California Water Agencies Summer Virtual Conference....

July 2020 – Bond Market Review

July 2020 – Bond Market Review

We believe the economy contracted sharply in the second quarter, but market participants are...

Chandler’s Professional to present at the CSMFO Webinar Series 2020

Chandler’s Professional to present at the CSMFO Webinar Series 2020

Navigating your Investment Portfolio Through Tumultuous Times

June 2020 – Bond Market Review

June 2020 – Bond Market Review

The National Bureau of Economic Research has officially determined that the US economy entered a...

State of the Municipal Bond Market

State of the Municipal Bond Market

Financial markets have suffered tremendous volatility in the wake of the COVID-19 pandemic, and the...

Diversity & Inclusion for Finance Officers

Diversity & Inclusion for Finance Officers

At the 2020 CSMFO Conference, Mia Corral Brown, Senior Relationship Manager facilitated a panel of...

A message from the CEO of Chandler Asset Management Inc.

A message from the CEO of Chandler Asset Management Inc.

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May 2020 – Bond Market Review

May 2020 – Bond Market Review

Financial market turbulence eased in April and the S&P 500 index increased 12.7% in the month, even...

April 2020 – Bond Market Review

April 2020 – Bond Market Review

Financial markets were extremely turbulent in March, driven by a high level of uncertainty and fear...

March 2020 – Bond Market Review

Financial markets experienced significant turbulence during the month of February, driven by a high...

Chandler’s Professionals to present at the CDIAC’s 2020 Advanced Public Funds Investing

Chandler’s Professionals to present at the CDIAC’s 2020 Advanced Public Funds Investing

The Analytics of Portfolio Decision-Making

Chandler’s 2020 Economic Outlook

Chandler’s 2020 Economic Outlook

We expect US economic growth to moderate in 2020 toward trend growth of 1.8% compared to 2.3% in...

Chandler’s Professionals at the 2019 ACWA Fall Conference & Exhibition

Chandler’s Professionals at the 2019 ACWA Fall Conference & Exhibition

Supporting ACWA’s Conference Theme: Partnerships in Action!

Chandler’s Professionals to present at the CGFOA’s 2019 Annual Conference

Chandler’s Professionals to present at the CGFOA’s 2019 Annual Conference

Strategies for Investing in the Current Market Environment

Negative Yields – And Why They’re Unlikely to Happen in the U.S.

Negative Yields – And Why They’re Unlikely to Happen in the U.S.

Imagine a world where lenders pay you to borrow money from them; debt service on mortgages is...

Recession or Slower Growth?

Recession or Slower Growth?

Is the US Economy Headed for a Recession in 2019?

The $4 Trillion Conundrum

The $4 Trillion Conundrum

An Analysis of the Federal Reserve’s Balance Sheet and Reduction Operations The severity of...

Chandler’s Professionals to present at the CDIAC and CMTA’s joint Seminar

Chandler’s Professionals to present at the CDIAC and CMTA’s joint Seminar

Fundamentals of Public Funds Investing Please join Chandler’s professionals at the CDIAC...

The Disconnect Between Interest Rates and Federal Reserve Projections

The Disconnect Between Interest Rates and Federal Reserve Projections

Who is Correct? The current market environment presents a unique challenge for fixed income...

Get Ready for Rising Rates

Get Ready for Rising Rates

The possibility of sustained economic growth, improvements in consumer confidence and job...

Enhanced Cash Investing

Enhanced Cash Investing

An Attractive Strategy for your Portfolio’s Cash Allocation In the shadow of the recent...

Resiliency of Asset Backed Security Structures

Resiliency of Asset Backed Security Structures

A key tool to a diversified investment program Asset Backed Securities (ABS) often carry a...

Decomposition of a Deal and Debt

Decomposition of a Deal and Debt

Corporate mergers and acquisitions pose risks to investors Investing in corporate debt can...

Chandler’s Professionals to present at the 2019 WFOA 64th Annual Conference

Chandler’s Professionals to present at the 2019 WFOA 64th Annual Conference

Cash Flow Analysis & Portfolio Optimization

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