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
June 5, 2026 Employment data from this week reinforced that the US labor market remains on solid footing, pushing US Treasury yields higher. Strong hiring, job openings, and performance in
May 29, 2026 Constructive comments from the White House on a continuation of the cease fire with Iran supported moderately lower Treasury yields on the week and a positive backdrop for US equity markets. A deescalation
May 22, 2026 The minutes from the April 29 Federal Open Market Committee (FOMC) meeting were released Wednesday, confirming what the divided 8-to-4 vote had signaled. Officials acknowledged that the
Kevin Warsh was finally confirmed by the Senate as the new chair of the Federal Reserve this week by a narrow 51-45 margin. For market participants, however, inflation data took
The conflict with Iran and elevated oil prices continue to dominate market sentiment. The U.S. proposed a memorandum of understanding which would lead to the gradual reopening of the Strait
The Federal Open Market Committee (FOMC) held the federal funds rate at 3.50% to 3.75% on April 29, an outcome consistent with expectations but accompanied by data that complicated the
Kevin Warsh’s Senate Banking Committee confirmation hearing for Federal Reserve Chair on April 21 placed the central bank’s upcoming leadership transition in focus. Warsh, nominated to succeed Chair Jerome Powell
Geopolitical headlines continue to materially impact market sentiment, and the latest news flow has been constructive. Israel and Lebanon agreed to a ten-day ceasefire that appears to be holding, and