Yields Fall, Growth Outlook Brightens
Volatility picked up across capital markets as US equities and commodities whipsawed while US treasury yields fell throughout the week.
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
Fed Holds Rates as Markets Weigh New Data
The market digested a myriad of news this week, with a focus on the Federal Reserve, as well as incoming
US Growth Steady Amid Geopolitical Tensions
Geopolitics continued to dominate headlines and weigh on investor sentiment this week as the US Administration pushed to assert greater
Inflation Eases as Housing and Spending Strengthen
Although geopolitical events and challenges to Fed independence made headlines this week, financial markets looked beyond these developments and focused
01/09/2026: Markets React to Policy Moves and Economic Signals
The first full week gave market participants an opportunity to assess slew of incoming economic data. The most notable development
01/02/2026: Economy Grows, but Confidence Weakens
The market digested key economic datapoints in the last two weeks of 2025. The highly anticipated third quarter US GDP
December 2025 – Bond Market Review
The near-term economic outlook continues to be distorted by the data delays from the government shutdown. Recently released government data—reflecting
12/19/25: Inflation Slows; Labor Market Shows Signs of Cooling
Although the data lag from the government shutdown remains a factor, this week provided a slew of catch-up economic data
12/12/25: The Fed Lowers Rates in December
The Federal Reserve Open Market Committee (FOMC) concluded their final meeting of the year and reduced the Fed Funds rate
Recent economic data has shown above trend growth fueled by a rise in consumer spending
and a continuing healthy US job market. Inflationary trends are subsiding, but core levels
remain 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 loosen monetary policy in 2024.