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War, Inflation, and Markets Collide

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

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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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12/22/25: Inflation Slows; Labor Market Shows Signs of Cooling

December 22, 2025

Although the data lag from the government shutdown remains a factor, this week provided a slew of catch-up economic data from government sources. Labor market data whipsawed during the shutdown,

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12/15/25: The Fed Lowers Rates in December

December 18, 2025

The Federal Reserve Open Market Committee (FOMC) concluded their final meeting of the year and reduced the Fed Funds rate by 25 basis points to an updated range of 3.50%

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11/24/25: Consumer Sentiment Dips Amidst Market Uncertainty

November 26, 2025

U.S. government economic data began to flow again this week after the 43-day shutdown. The September labor report reflected stronger than expected hiring with 119,000 jobs created; however, July and

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11/17/25: Government Shutdown Ends; Market Uncertainty Continues

November 17, 2025

After 43 days, Congress voted to end the longest shutdown in US government history. The end provided a short-lived rally in equity markets; while fixed income market participants, seeking economic

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11/10/25: Markets Cautious as Historic Shutdown Continues

November 10, 2025

Financial markets adopted a cautious tone this week as investors navigated limited visibility into the economy while the federal government shutdown continues, becoming the longest in U.S. history. Normally, the

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10/3/25: Fed Cuts Rates as Government Shutdown Continues

November 6, 2025

The US Government shutdown has continued into its 31st day (as of 10/31/2025) as pressure on Congress mounts to reach an agreement. The current shutdown is poised to exceed the 35-day

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10/27/25: Market Expecting Rate Cuts amid Government Shutdown

November 6, 2025

The US government shutdown continues, and as of this writing it does not appear there are any discernable efforts taking place to address the impasse within the US congress. Despite

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10/20/25: Economic Data Delays Continue

November 6, 2025

An already slow week for economic data, due to the holiday closure on Monday, was inhibited even further as Friday marked the 17th day of the Federal Government shutdown. September inflation

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10/13/25: Markets Hold Steady Amid Data Delays

November 6, 2025

Markets had little economic data to digest this week as the U.S. federal government shutdown continued to delay releases. The preliminary October reading for the University of Michigan Consumer Sentiment

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10/6/2025: U.S. Government Officially Shuts Down

October 7, 2025

The U.S. federal government officially shut down on October 1st after Congress failed to agree on a funding bill. The debate centers on disagreements over spending priorities, including health care

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War, Inflation, and Markets Collide

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