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16Sep

Are Fed Rate Cuts Bullish for Bonds?

Conventional wisdom would suggest that Fed easing cycles should be bullish for bonds, given the basic relationship according to which lower interest rates.. Read More →
13Sep

Small Uptick In Inflation Won’t Stop the Fed

Over the past two days, we got the latest read on inflation with the release of the August Consumer Price and Producer Price.. Read More →
09Sep

Job Data Keeps The Fed At A Coin Flip

The August payroll release this morning showed a gain of 142k jobs for the month while the unemployment rate moved slightly lower to.. Read More →
22Aug

Is Sahmthing Brewing in the Labor Market?

The so-called Sahm rule, created by economist Claudia Sahm, is a recession indicator based on the unemployment rate. The indicator results in a.. Read More →
Are Fed Rate Cuts Bullish for Bonds?

Are Fed Rate Cuts Bullish for Bonds?

Conventional wisdom would suggest that Fed easing cycles should be bullish for bonds, given the basic relationship according to which lower interest rates result in.. Read More →
Small Uptick In Inflation Won’t Stop the Fed

Small Uptick In Inflation Won’t Stop the Fed

Over the past two days, we got the latest read on inflation with the release of the August Consumer Price and Producer Price Indexes.  On.. Read More →
Job Data Keeps The Fed At A Coin Flip

Job Data Keeps The Fed At A Coin Flip

The August payroll release this morning showed a gain of 142k jobs for the month while the unemployment rate moved slightly lower to 4.2%. Underneath.. Read More →