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

Investment Policy Statements for California Entities: Updates for 2024 Policies

An Investment Policy Statement (IPS) is the foundation for a local government’s investment program and provides the procedures and parameters of the program to staff, governing boards, and external partners. An important practice for any entity is to review its IPS on an annual basis to ensure it continues to align with the California Government Code (CGC) and industry best practices.

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