1/17/25: Inflation Moderates in December, Strengthening Fed Confidence
Market participants focused on inflation this week, along with trends in consumer spending. Inflation readings for December moderated, which should provide the Fed with more confidence in progress toward their inflation target as they approach the next policy meeting on January 28th and 29th.
1/10/25: Resilient U.S. Labor Market Drives Economic Outlook
Market participants focused on better-than-expected labor market data this week, highlighting the resilience of the U.S. economy.
1/3/25: US Housing Market, Employment, and Manufacturing Insights
Although economic data was light in the final days of 2024 and first two days of 2025, further insight was provided this week regarding the US housing market, manufacturing, and employment.
12/20/24: FOMC 2024 Update: Hawkish Rate Cut, Inflation Outlook
The Federal Open Market Committee (FOMC) concluded their final meeting of 2024 this week and effectively ‘marked to market’ their go forward forecasts via the quarterly update to the Federal Reserve’s Summary of Economic Projections (SEP).
12/13/24: Inflation Trends, Fed Rate Cut Expectations, and Treasury Yields Rise
Inflation data took center stage this week with the release of the November Consumer Price Index (CPI) on Wednesday and Producer Price Index (PPI) Thursday.
12/06/24: US Economic Data Shows Strong, Cooling Labor Market and Stable Growth
Economic data continues to point to a strong, albeit cooling, labor market and stable economic growth.
11/22/24: Financial Markets Calm Before Thanksgiving
Financial markets assumed a less volatile tone this week as we approach the Thanksgiving holiday.
11/15/24: Markets Cool After Post-Election Rally
After last week’s sharp post-election rally, financial markets cooled as investors absorbed Federal Reserve Chair Jerome Powell’s remarks and fresh economic data.
11/8/24: US Fixed Income Markets Face Volatility Amid Election Uncertainty and Fed Rate Cut
Fixed income markets experienced heightened volatility this week as participants were focused on the US presidential election as well as the Federal Open Market Committee meeting.
11/1/24: Market Volatility Rises Amid Weak US Employment Data
Fixed income markets experienced heightened volatility this week as participants absorbed key economic data releases.