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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

June 2025 – Bond Market Review

As the midyear point of 2025 quickly approaches, economic data for the first half has indicated an easing of inflationary pressure. Nevertheless, core prices remain above target levels, and tariff related disruptions may surface in the second half of the year. In May, job creation was robust; however, initial and continuing jobless claims trended slightly higher. Thus, the labor market continues to reflect an improved balance between supply and demand for workers. Given the current economic outlook, the Chandler team expects gradual normalization of monetary policy and a steepening yield curve.

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