Recent Posts

Markets Face Tariffs

Trade policy uncertainty continued to shape financial markets this week as replacement tariffs under Section 122 of the Trade Act

Economic Data Signals Resilience

There was a plethora of economic data releases this week with most indicating the resilient economic backdrop remains in place.

January 2026 Bond Market Review

December economic data signaled moderating inflation alongside a continued rebalancing in labor market conditions, with price pressures still running modestly

3/12– Weekly Economic Highlights

President Biden signed the $1.9 trillion fiscal relief plan yesterday, bringing the total amount of pandemic-related fiscal relief legislation in the last year to about $5.5 trillion. At this time last year, financial markets were in turmoil amid an uncertain global economic outlook. Over the past year, robust fiscal spending along with the Federal Reserve’s highly accommodative monetary policy has provided support for the financial markets. On a year-over-year basis, the S&P 500 index is up nearly 60%. Yesterday, President Biden indicated that every American adult will be eligible to receive a vaccine by May 1, 2021. With the vaccine rollout speeding up, many states and counties now easing restrictions, another substantial round of fiscal relief in the pipeline, and an ongoing backdrop of low interest rates and accommodative monetary policy, we believe economic growth is poised to accelerate meaningfully in the second quarter.

READ MORE