A Long Road To A Normal Inflationary Environment
April 2024 - Market Update The road to a normal inflationary environment looks longer than it did before. The March Consumer Price Index (CPI) report showed that headline and core CPI both [...]
Cautious Consumers Respond with Heightened Sensitivity for Inflation
March 2024 - Market Update In February, the US experienced a slight acceleration in inflation. This acceleration is shown with year-over-year prices growing by 3.2%, a bit more than expected, and marking [...]
Resilience in the Markets
February 2024 - Market Update The jobs market continues to show remarkable resilience. In January, there were 353,000 new jobs added, the largest increase in one year1. Wages also grew by 0.6%, [...]
Jobs, Inflation, and Expectations!
January 2024 - Market Update Jobs, inflation, and expectations around what the Federal Reserve may or may not do continue to be the focus of markets as 2024 begins. The latest jobs [...]
A Merry Market Update!
December 2023 - Market Update In their final meeting of 2023, the Federal Reserve signaled a dovish pivot by updating their interest rate projections, indicating multiple rate cuts for both next year [...]
Remember, Remember 5% Down in September….
October 2023 - Market Update September proved challenging for global stocks and bonds... It marked the worst month for stocks in a year, with the S&P 500 down 5%, and the weakest performance [...]