INSIGHTS

Markets began the week with a muted reaction to escalating Middle East tensions with Iran’s...

Expectations around the projected path of monetary policy in 2024 remain fluid and volatile...

The last week of March was a shortened business week with an early closure on Thursday and full...

The Federal Open Market Committee (FOMC) meeting on Wednesday took center stage this week. As...

The Consumer Price Index (CPI) came in higher than expected in February, increasing 0.4%...

Bond market investors are analyzing Federal Reserve Chair Jerome Powell's recent testimony before...

This week featured a proliferation of Fed speakers, along with key inflation, manufacturing, and...

The significant repricing of Fed expectations continued this week, currently the market has...

The economic data released during the past week served as a stark reminder to investors the path to...

In a light week for economic releases, investor sentiment was dominated by Federal Reserve...

The week was dominated by employment-related data with market participants also focused on...

Economic releases this week continue to reflect the strength of the consumer, while restrictive...

US retail sales delivered a positive surprise, marking the strongest growth in three months. This...

Financial markets were focused on the release of inflation data this week inclusive of both the...

Starting off the new year, the December employment report exceeded expectations by adding 216,000...

Treasury yields continued to consolidate with rates ending the week marginally lower across all...

Financial market activity was dominated by the Federal Open Market Committee meeting this week. As...

Financial market activity was dominated by the Federal Open Market Committee meeting this week. As...

The week was dominated by employment-related data which continues to depict a cooling but...

Economic data released this week presented a mixed picture. The U.S. economy grew at an annualized...

The highly anticipated Consumer Price Index (CPI) inflation report for October was released on...

It was a light week for economic data. Nevertheless, the data reinforced the Chandler outlook of...

Longer-term interest rates moved lower, and the equity market turned positive on a week-over-week...

The US economy grew well above trend in Q3 2023, with a 4.9% increase in Gross Domestic Product...

US Treasury rates increased after substantial swings this week, and the curve became significantly...

The US Treasury market rallied this week in a flight to quality move that resulted from the tragic...

Inclusive of today’s stronger than expected labor report, the market digested a significant amount...

Longer term Treasury yields migrated higher on a week-over-week basis as market participants...

The Federal Reserve (Fed) opted to maintain its key policy rate, the federal funds rate, within the...

Economic data released this week provided the Federal Reserve with key information to digest before...

This holiday-shortened week saw heavy corporate bond issuance as bond market participants returned...

Inclusive of today’s jobs report, the market digested a significant amount of top-tier data this...

Treasury yields drifted higher over the course of the week as the light economic data released...

This week’s data continued to demonstrate resilience of the US consumer as Retail Sales beat...

This week's inflation data provided encouraging indications of moderating inflation trends. The...

On Wednesday, the US Treasury's credit rating was downgraded by Fitch, a nationally recognized...

As was widely anticipated, this week the Federal Open Market Committee (FOMC) voted unanimously to...

Economic data remained resilient this week, further solidifying the market’s expectation for...

This week, market participants were focused on inflation and associated implications for monetary...

The U.S. Bureau of Labor Statistics reported today that payrolls increased by 209,000 in June,...

On Wednesday Federal Reserve Chairman Jerome Powell at the ECB forum in Portugal signaled more...

This week, investors digested housing data which surprised to the upside. Total Housing Starts rose...

The Federal Open Market Committee (FOMC) met earlier this week and in a welcome development...

Markets breathed a collective sigh of relief this week following the passing and signing of the...

The US House and Senate successfully passed legislation this week to suspend the US debt ceiling...

Economic data released this week had to take a back seat to the headlines associated with the...

This week US Treasury yields rose as debt ceiling talks progressed and the bond market absorbed key...

Following last week’s Federal Open Market Committee Meeting on May 3rd the most anticipated...

This week market participants were focused on continued stress in the banking sector, the Federal...

Financial market participants digested a slew of economic data and corporate earnings this week...

Although economic data was fairly light this week, there was a full slate of speaking engagements...

Investors had a large amount of economic data to process this week, with the March Consumer Price...

The Chandler team has been calling for positive, but below trend growth, in the first half of 2023...

Financial market volatility eased as participants took a breather from the hectic pace that...

Market participants were highly focused on central bank activity around the world this week. The...

Economic data this week including top tier inflation data was overshadowed by Silicon Valley Bank...

US Nonfarm payroll employment rose by 311,000, beating expectations calling for a 225,000 increase...

Ten-Year and Thirty-Year Treasury notes traded with a yield in excess of 4% this week, moving back...

The market digested top-tier economic data this week along with a hawkish tone reflected in the...

This week’s top tier economic data focused on inflation both at the consumer and producer level....

Although economic data was relatively light this week, numerous members of the Federal Reserve...

This morning’s employment report surprised to the upside with 517,000 jobs added to the US economy...

Interest rates continue to trade in recently established ranges but did migrate higher over the...

Market volatility continued this week as investors digested softer economic data. The December...

Market participants focused on December’s Consumer Price Index (CPI) report this week. Headline CPI...

The U.S. economy added 223,000 jobs in December, slightly higher than market expectations of...

Although volume in financial markets was soft this holiday week, there were a few data releases...

In a surprise to markets, on Tuesday the Bank of Japan finally capitulated and adjusted their yield...

As expected at the December 14th meeting, the Federal Open Market Committee (FOMC) raised the fed...

Economic data releases were light and bond yields remained volatile this week as market...

The market received key updates on the state of the US economy this week; the November employment...

Economic data was light in this U.S. holiday-shortened week. Monday’s release of the Chicago Fed...

Recent inflation data releases from both the Consumer Price Index (CPI) and Producer Price Index...

As expected at the November 2nd meeting, the Federal Open Market Committee (FOMC) raised the fed...

Financial markets remain volatile as inflation data continues to point toward further increases in...

At the top of global news this week, the United Kingdom’s Prime Minister Liz Truss announced her...

The market digested key inflation data this week, starting out with the Producer Price Index (PPI)...

Multiple top-tier economic data released this week continues to suggest the growth backdrop for the...

Market volatility intensified this week as global central banks acted to maintain financial...

Global central banks continued increasing policy rates this week, following a 0.75% increase in the...

Economic data surprised the markets this week with a much stronger than expected Consumer Price...

The European Central Bank (ECB) raised interest rates by 0.75% for the first time in its history on...

Overall economic data released this week remain consistent with the moderating growth and inflation...

Global policy leaders met at the annual Jackson Hole Economic Symposium this week. Federal Reserve...

Federal Reserve officials continue to reiterate their resolve to increase the federal funds rate at...

Inflation reports this week indicated the possibility of easing price pressures with both the CPI...

The U.S. economy added 528,000 jobs in July, more than double market expectations of 250,000, and...

Tightening financial conditions and the year-to-date increase in interest rates continue to...

Corporate earnings season for 2Q22 is underway, with about 20% of the companies in the S&P 500...

The market received reports on inflation this week surpassing expectations, likely increasing the...

U.S. employers added more jobs in June than the consensus forecast of economists while the...

The market digested a wide range of key data this week about the health of the US economy, and it...

Economic data releases the past week was for the most part lackluster, with the Chicago National...

Market volatility escalated this week as the Federal Open Market Committee reacted to persistently...

Financial market participants continued to assess the impact of higher energy prices and new...

The market received a slightly better than expected employment report this morning, supportive of...

This morning the market digested updates on inflation and the health of the US consumer with the...

Market volatility remains elevated and the sought after ‘consolidation phase’ with more stable...

Market volatility continued this week as investors absorbed new inflation data and the prospect of...

Financial markets remained volatile this week after digesting the actions of the Federal Open...

US GDP unexpectedly declined at an annualized rate of 1.4% in the first quarter of 2022, coming off...

Elevated market volatility continued over the past two weeks and US Treasury rates moved...

Volatility across asset classes remains elevated as market participants continue to recalibrate...

This week featured a robust set of economic data supportive of a more restrictive Federal Reserve...

Financial markets were mixed this week as Treasury yields increased amid ongoing developments in...

The Federal Open Market Committee (FOMC) met this week and struck a hawkish tone. Fed Chair Powell...

Unfortunately, there was a continued escalation of hostilities in eastern Europe this week with...

Geopolitical risk and the escalating Russia invasion of Ukraine continues to heavily influence...

The reality and human tragedy of the Russian invasion into Ukraine increased volatility in the...

Market sentiment shifted this week to a risk-off mentality as the threat of a Russian invasion into...

U.S. consumer prices climbed more than expected in January as inflation hit highs not seen since...

The January employment report surprised to the upside today with US nonfarm payroll growth of...

An investment theme for the Chandler team going into 2022 centered around markets being at an...

Total housing starts were better than expected in December, up 1.4% to an annual pace of 1,702,000....

Inflation continues to run well above the Fed’s longer-run target of around 2.0%. The Consumer...

Job growth slowed in December, with US nonfarm payroll growth of just 199,000 in the month versus...

Inflation remains top of mind for financial market participants heading into the new year. The...

The Federal Open Market Committee (FOMC) kept the fed funds target rate unchanged this week, in a...

Consumer price inflation remained elevated in November, in line with expectations. The Consumer...

Job growth was weaker than expected in November, but the unemployment rate still declined four...

This week’s economic data was mostly favorable. Though high inflation, supply chain constraints,...

President Biden is expected to sign the Infrastructure Investment and Jobs Act on Monday, a $1...

The monthly nonfarm payrolls report was released this morning and the results were solid as the...

Real US gross domestic product (GDP) growth decelerated in the third quarter amid widespread supply...

The pace of economic growth appears to be moderating from a very high level, but the outlook for...

Minutes from the Federal Open Market Committee (FOMC) September meeting indicate that the potential...

Job growth was weaker than expected in September, but the unemployment rate fell below 5% for the...

Economic data remain somewhat mixed and we believe the ongoing health crisis and related supply...

As expected, the Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting...

Retail sales were stronger than expected in August, up 0.7% month-over-month versus expectations...

The Federal Reserve’s Beige Book report, prepared in advance of the upcoming Federal Open Market...

The impact of the Delta variant was evident across multiple economic indicators this week....

Fed Chair Jerome Powell delivered his speech at the Jackson Hole economic symposium this morning....

Retail sales were softer than expected in July, down 1.1% month-over-month. On a year-over-year...

While the US economic reopening theme continues, the path toward a full reopening of the economy...

Economic data released this week was solid, highlighted by this morning’s above consensus non-farm...

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting this week....

This week’s housing data suggest that the housing market remains strong, underpinned by strong...

The Consumer Price Index (CPI) was up 5.4% year-over-year in June versus up 5.0% in May. Core CPI...

The economic calendar was light post the July 4th holiday with only three data releases of moderate...

Job growth was stronger than expected in June. U.S. nonfarm payrolls increased by 850,000, versus...

Economic data has been somewhat softer than expected in recent weeks. This week new home sales,...

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting this week....

Consumer prices rose faster than expected in May. The Consumer Price Index (CPI) was up 5.0%...

Job growth was modestly below expectations in May. U.S. nonfarm payrolls increased by 559,000,...

The Federal Reserve's key inflation gauge was slightly higher than expected in April. The Personal...

The Conference Board’s Leading Economic Index (LEI) jumped 1.6% month-over-month in April (stronger...

Rising pricing pressure, which the Fed has been expecting, is starting to show up in the data. In...

The economy added far fewer jobs than expected in April. U.S. nonfarm payrolls increased by...

The Federal Open Market Committee kept their target fed funds rate and asset purchase program...

Optimism regarding the economic outlook is quite strong, with the consensus forecast calling for...

This week’s economic data were robust, affirming our view that economic activity is likely to...

According to the Centers for Disease Control and Prevention (CDC), more than a third of the US...

U.S. nonfarm payrolls were much stronger than expected in March, up 916,000, versus the Bloomberg...

Recent economic data have been somewhat disappointing. Severe winter weather across many parts of...

The Federal Open Market Committee kept monetary policy unchanged at their meeting this week as...

President Biden signed the $1.9 trillion fiscal relief plan yesterday, bringing the total amount of...

U.S. nonfarm payrolls were stronger than expected in February, up 379,000, versus the Bloomberg...

Treasury yields climbed this week, with the 10-year Treasury yield rising roughly 12 basis points...

Following a somewhat sluggish holiday shopping season, retail sales picked up in January assisted...

During a virtual presentation for the Economic Club of New York this week, Fed Chair Powell...

The labor market remained under pressure in January. U.S. nonfarm payrolls were up just 49,000 in...

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at their meeting this week...

Housing market momentum remained solid heading into 2021. Total housing starts increased 5.8% in...

Retail sales momentum slowed during the holiday shopping season. On a year-over-year basis, retail...

U.S. nonfarm payrolls declined by 140,000 in December. It was the first monthly decline in nonfarm...

After several months of tense negotiations, Congress compromised on a $900 billion fiscal relief...

Recent economic data suggests that the economy has lost momentum as virus cases have risen. We...