by John Luke Tyner | Apr 25, 2025 | Blog, Bonds
President Trump Critiques the Fed Earlier this week, President Trump indicated he thinks the Fed should be “early, or on time” cutting rates, but not “too late,” adding it is “a perfect time to lower the rate.” Pressed by a reporter asking if the President has the...
by John Luke Tyner | Apr 11, 2025 | Blog, Bonds
CPI Update: Softer Than Feared The latest inflation report showed that consumer prices cooled more than expected. The CPI fell -0.1% in March, the first monthly decline since May 2020. The median forecast expected the CPI to rise 0.1% in March. YoY, consumer prices...
by John Luke Tyner | Mar 11, 2025 | Blog, Market Updates
Given the recent market volatility, we wanted to share some thoughts on the evolving landscape and provide some opinions on what it means for volatility and markets. There is a lot of noise between Trump policy, DOGE, inflation, and monetary policy that is creating...
by John Luke Tyner | Mar 6, 2025 | Blog, Bonds
Atlanta Fed GDP Now Shows First Signs of GDP Sputtering in Several Years The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 came in at -2.8% on March 3, down from -1.5% on February 28. Following releases from...
by John Luke Tyner | Feb 21, 2025 | Blog, Bonds
Quantitative Tightening Ending Soon This week’s press about the Fed minutes release were the same: the Fed is worried about tariffs and is in no rush to lower rates. But beneath the headline the Fed signaled Quantitative Tightening (QT) for Treasuries is...
