Oil Surge Fuels Market Volatility
The conflict in the Middle East involving the U.S. and Iran has rapidly shifted the narrative for financial markets and
February 2026 Monthly Bond Market Review
Recent economic data point to moderating inflation and a continued rebalancing in labor market conditions. Although price pressures remain modestly
Economic Data Signals Resilience
There was a plethora of economic data releases this week with most indicating the resilient economic backdrop remains in place.
Inflation Eases While Consumers Slow Down
The market received some key economic datapoints this week as some reports have been delayed due to the government shutdowns.
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
The purpose of this white paper is to outline the key components of the US labor market, its importance to the economy, highlight key trends and their potential economic implications.
Key components: The US Bureau of Labor Statistics (or BLS) is charged with compiling employment data. We will briefly cover some of the main components that feature in this paper.