Recent Posts

Markets Climb as Fed Shifts

Kevin Warsh’s Senate Banking Committee confirmation hearing for Federal Reserve Chair on April 21 placed the central bank’s upcoming leadership

April 2026 Monthly Bond Market Review

Recent economic data point to moderating growth alongside rising inflation pressures, as the U.S.-Israeli military campaign against Iran that began

Geopolitics Shape Markets, Fed Watch

Geopolitical headlines continue to materially impact market sentiment, and the latest news flow has been constructive. Israel and Lebanon agreed

March 2026 Monthly Bond Market Review

February economic data continued to reflect the measured disinflationary progression that has characterized conditions throughout the post-pandemic normalization cycle, with

May 2024 – Bond Market Review

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.

READ MORE