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

July 2025 – Bond Market Review

A downward revision to first quarter GDP and Israel’s bombing of Iran were among several unexpected variables that affected financial markets in June. Furthermore, recent economic data may suggest slower growth for the second half of 2025. After a brief pullback in May, when retail sales slipped into negative territory, U.S. consumers resumed spending in June, with sales posting a month-over-month gain. Initial Jobless Claims spiked, and the ISM Services and Manufacturing indexes fell into contracting territory. Yet, Inflation trends continued to subside, with some components remaining sticky, leaving core levels stubbornly above the Fed’s target. The Chandler team continues to expect gradual normalization of monetary policy and a steepening yield curve.

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