October 2021 - Market Update Inflation remains at the forefront of market conversations with the latest Consumer Price Index (CPI) rising 0.4%1 in September. The bulk of the increase was food and [...]
September 2021 - Market Update Inflation remains the topic-du jour after a lower than expected August Consumer CPI report of 0.1% (vs an expected 0.3%). Will inflation start falling or remain stubbornly [...]
August 2021 - Market Update Inflation in July was back in-line with expectations following June's surprises. We're still seeing substantial inflation versus a year ago, but that is to be expected given [...]
A recent survey1 on social security conducted by Nationwide revealed some eye-opening stats. Interestingly, of those surveyed, 89% responded they were somewhat confident in their knowledge of social security. However, when tested on [...]
July 2021 - Market Update These days, everything is about the Fed. Fed Chairman Powell has continued to defend the Fed's accommodative policy in testimony to Congress. However, he noted the central [...]
June 2021 - Market Update It feels good to have a month of relatively slow news, data, and markets. While inflation reports are grabbing the headlines, along with the occasional meme stock [...]
May 2021 Market Update After a streak of positive jobs data, April’s payroll numbers MASSIVELY missed expectations. The economy adding just 266K jobs during the month vs an expectation of nearly 1M. In [...]
Not A Happy St. Patrick’s Day for Bonds!?Investors with exposure to bonds have been asking two primary questions. The first centers around whether current interest rate trends will continue. The second, builds upon the first [...]
Yields Rising Market Diving All eyes are on interest rates as the 10-year Treasury yield continues to grow. Rates are rising on increasing optimism the pandemic is coming to an end and the economy [...]
Economic Traction with Fed and Stimulus Action The Federal Reserve Chair Jerome Powell made it clear he will continue to support the bond market, saying "now is not the time" for a discussion to [...]
Market Rises with No Surprises Global stock markets reached new all-time highs during the month of December, as investor optimism continues to show strength around the world (1). While the stock market is a [...]
A Balance of Power and Vaccine Positively Received What’s happening now: Four major events arrived during November, and their effects were both immediately witnessed and continue to be seen in the markets across the [...]
