Chief Economist Eugenio J. Alemán discusses current economic conditions.
Every week, this platform is used to highlight current ideas, fixed-income concepts, economic occurrences, and/or clarify a strategic fixed-income feature. The cohesive topic threads are fixed-income issues relevant to current market conditions.
Last week’s scheduled release of the Consumer Price Index (CPI) for September was postponed due to the ongoing federal government shutdown, which has disrupted the operations of key agencies like the Bureau of Labor Statistics (BLS).
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Tech and its derivatives have led returns thus far. After hefty multiple expansion, earnings will need to take the driver’s seat.
Despite inflation remaining a concern, the Federal Reserve (Fed) cut interest rates in response to weakening jobs numbers. This allowed small-cap equity performance to lead a month that was generally positive across sectors, cap sizes and asset classes.
Last week, my colleague wrote about Anchoring Bias, a psychological phenomenon that attaches a particular price or specific yield level to a bond.
Consumption spending surprised to the upside once again in August, something we had already seen from last week’s release of retail and food services sales during the same month.
Goodbye summer, hello fall! As the sun sets on another season, we’re swapping beach days and backyard barbeques for crisp mornings, vibrant foliage, football weekends, and everything pumpkin spice.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
The Fed operates under a dual mandate: to promote price stability and maximum employment. Lately, employment has taken center stage, prompting the Fed to resume its easing cycle with a 0.25% rate cut this week.
From the lack of conviction in the previous meetings to last week’s “risk management cut,” Federal Reserve (Fed) officials continue to walk a very fine line, hoping for the effects of tariffs to be transitory.
Labor concerns and persistent inflation have the Fed penciling in up to two additional cuts by the end of 2025.
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
With the Federal Open Market Committee (FOMC) meeting on the horizon, we’ve taken a closer look at recent economic developments to better understand the landscape Federal Reserve (Fed) officials will be navigating during the two-day meeting, which begins September 16.
A look inside why more Americans are turning to lifetime income.
The financial world is replete with terms and definitions, many of which overlap in concept or application. Perhaps I can simplify a familiar concept for most investors who strive to grow and preserve their wealth.
As summer fades and the first hints of fall appear, football fans have reason to celebrate – the new season officially kicked off last night. But while excitement builds on the field, the equity market may be losing steam.
Our biggest concern today is that if the labor market is as weak today as the numbers are showing, what will happen when all the federal government workers start dropping out of the employment numbers at the end of the fiscal year and during the next several quarters.
A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.
Whether you’re building your portfolio, trying to diversify or considering new investments, understanding the difference between active and passive funds is extremely helpful. Both mutual funds and exchange-traded funds (ETFs) can be either active or passive.
Earnings results surpassed expectations for the third consecutive quarter, which drove the market's strong August performance.
Each bank sets its own Beige Book reporting priorities, though prices, jobs and real estate are common themes. The Kansas City Fed, for example, covers nine topics, including community conditions, community and regional banking and agriculture.
Don’t Worry, Be Happy! Heading into summer, markets faced a wave of uncertainty—from shifting tariffs and debt ceiling debates to questions around the fate of the ‘Big, Beautiful Bill.’
Winding Down The Summer! While summer ‘officially’ lasts until late September, Labor Day marks its ‘unofficial’ close – and it’s fast approaching. That makes now the perfect time to hit the beach, prep and get organized for the school year, or sneak in a last-minute getaway.
Borrowing can offer flexibility and align with long-term financial goals.
For many investors, land ownership is part of the American Dream. But what happens when the land you own sits idle?
Most economists, including us, were wrong about the ‘ensuing’ recession back in 2022 and 2023 as the US Federal Reserve (Fed) increased interest rates to fight higher inflation.
The Fed confronts a dilemma as hiring slows while inflation heats up.
What if you could capture the potential gains of the S&P 500, but limit your losses if the market goes down? Or earn above-market income given the right stock market conditions?
Last week brought a wave of headlines for investors to digest – on both the macro and micro fronts.
Signs of market fatigue and elevated expectations suggest that caution may be warranted.
With the August 1 trade deadline fast approaching, America’s trading partners are racing to finalize agreements in hopes of securing more favorable terms before the higher tariffs announced by President Trump take effect.
Senior Investment Strategist Tracey Manzi notes that while sentiment shifts can sway markets in the short-term, the US dollar's supremacy will likely remain intact.
The ability of the US economy to avoid a recession in 2022-2023 rested, in part, on the resilience of non-residential investment, which was propped up by a strong private investment push from companies taking advantage of provisions in both the CHIPS Act as well as the IRA.
Green life, sustainable mutual funds, buying local, the “buy nothing” movement, plastic-free living, eco-fashion, electric vehicles.
Will he or won’t he? That’s the question on investors’ minds as tensions rise between President Trump and Fed Chair Jerome Powell.
The sweeping 900-page tax and spending law signed on July 4 introduces a wide array of provisions that touch nearly every American in one way or another.
The capital markets have become an increasingly complex space for investors, complexities that are heightened by the sheer number of ways one can invest.
