September 4, 2026 The prior week’s Jackson Hole keynote by new Federal Reserve Chair Kevin Warsh struck a more hawkish tone for markets attempting to determine if this week’s data

August 28, 2026 Federal Reserve Chair Kevin Warsh delivered his first Jackson Hole address this morning, placing inflation firmly at the center of monetary policy without committing to specific action

August 21, 2026 It was a relatively light week for economic data but intra-day market volatility for fixed income investors remains elevated. The hyperscaler and artificial intelligence (AI) build out

August 14, 2026 Tension in the Middle East was a persistent theme this week. Negotiations between the US and Iran remained at a stalemate while attacks resumed in the Straits

August 7, 2026 The July employment report was the week’s dominant story as U.S. employers unexpectedly cut jobs during the month, the first monthly payroll decline in months and a

July 24th, 2026 A renewed climb in oil prices and firm economic data pushed U.S. Treasury yields to fresh highs this week. West Texas Intermediate (WTI) crude oil moved higher

July 17th, 2026 The week’s marquee economic data releases showed inflation cooling more than expected in June. Headline Consumer Price Index (CPI) declined 0.4% on the month and eased to

July 10th, 2026 Economic data releases from the last two weeks have been mixed and market volatility picked up, primarily driven by renewed military strikes in the Middle East as

June 26, 2026 Resilient economic data releases over the past two weeks and the output from the June 17th Federal Reserve Open Market Committee (FOMC) meeting are serving to solidify

June 12, 2026 Inflation returned to the center of the market narrative this week as the May Consumer Price Index (CPI), released June 10, showed headline prices rising 4.2% from