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War, Inflation, and Markets Collide

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03/13/2026: Oil Spike, Fed Meeting Ahead

03/06/2026: Oil Surge Fuels Market Volatility

02/27/2026: Markets Face Tariffs

02/18/2026: Inflation Eases While Consumers Slow Down

02/09/26: Yields Fall, Growth Outlook Brightens

02/02/26: Fed Holds Rates as Markets Weigh New Data

01/26/26: US Growth Steady Amid Geopolitical Tensions

01/19/26: Inflation Eases as Housing and Spending Strengthen

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01/19/26: Inflation Eases as Housing and Spending Strengthen

January 19, 2026

Although geopolitical events and challenges to Fed independence made headlines this week, financial markets looked beyond these developments and focused on inflation and the consumer. The Consumer Price Index (CPI)

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12/8/25: Bond Yields Rise Amid Fed Independence Concerns

December 12, 2025

The government shutdown is still causing data availability issues, including no employment report for November which would have been published this Friday. Private payroll data from ADP on Monday provided

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War, Inflation, and Markets Collide

April 10, 2026
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April 6, 2026
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