Strong Economy Keeps Rates Elevated
August 21, 2026 It was a relatively light week for economic data but intra-day market volatility for fixed income investors
August 2026 Monthly Bond Market Review
Renewed hostilities between the United States and Iran unsettled energy markets in July, even as domestic data painted a more
Geopolitical Risks Drive Market Focus
August 14, 2026 Tension in the Middle East was a persistent theme this week. Negotiations between the US and Iran
New Whitepaper: Understanding Repurchase Agreements
Local government investment pools (LGIPs) are one of the most common investment products utilized by state and local governments nationwide.
Recent economic data continues to suggest positive but below trend growth this year. Labor markets remain solid, and the U.S. consumer has demonstrated resiliency. Inflationary trends are subsiding, but core levels remain well above the Fed’s target. Given the cumulative effects of restrictive monetary policy and tighter financial conditions, we believe the economy will gradually soften and the Fed will remain data dependent as they tread cautiously going forward.