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

Recession or Slower Growth?

Is the US Economy Headed for a Recession in 2019?

A popular recession warning has been flashing red recently as the yield on the 10-year US Treasury notes dipped below the yield on 3-month US Treasury bills, known as a yield curve inversion, for the first time since 2006-07.