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Fed Raises Rates

September 18, 2026 The Federal Open Market Committee (FOMC) raised the federal funds target range by a quarter point on

Fed Faces Tough Rate Decision

September 11, 2026 Inflation data took center stage this week ahead of next Wednesday’s Federal Open Market Committee (FOMC) and

Jobs Data Shifts Fed Outlook

September 4, 2026 The prior week’s Jackson Hole keynote by new Federal Reserve Chair Kevin Warsh struck a more hawkish

Fed Signals Patience

August 28, 2026 Federal Reserve Chair Kevin Warsh delivered his first Jackson Hole address this morning, placing inflation firmly at

Labor Market Softens

August 7, 2026 The July employment report was the week’s dominant story as U.S. employers unexpectedly cut jobs during the

Fed Holds Amid Mixed Signals

This week included the much-anticipated Federal Open Market Committee meeting concluding on July 29th. The Federal Reserve held its policy

January 2021 – Bond Market Review

While we remain optimistic about the longer-term outlook, recent economic data suggests that the economy has lost momentum as virus cases have risen. We believe the near-term will remain challenging as the labor market remains under pressure and many regions have renewed business restrictions due to the virus. However, the passage of a new $900 billion COVID-19 fiscal relief bill should help cushion the economy over the next few months, and we believe the incoming Presidential administration will have a keen focus on accelerating vaccine distribution and getting the economy back on track. While the vaccine rollout has gotten off to a slow start, we expect more widespread distribution of vaccines in the second and third quarter of 2021. We also expect the Fed’s highly accommodative monetary policy framework will continue to provide support for the financial markets.

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