Around the Bond Market, October 2023

Inflation Still a Concern September PPI rose 0.5%, more than the 0.3% gain expected and following a 0.7% increase the month prior.  Year-over-year, producer prices rose 2.2% in September, up from the 2.0% gain in August and marking the largest increase in five months,...

The Market in Pictures, October 6

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: The first reaction to the jobs report was to sell, but continued slowing of wage growth became...

Rearview to Windshield, October 2023

September ’23 Market Recap: As the weakest seasonal period for equities historically, September is doing what September does. The S&P 500 was down -4.8%. This was a stressful quarter for investors with few places to hide amidst the market pullback that weighed on...

The Market in Pictures, September 29

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: The story of the past year has been real rates exploding from negative territory into positive...

Markets Finally Believing Higher for Longer

The recent Fed meeting brought an update to the 2024 median for the Fed Funds rate. It was pushed higher with the top dot now 6.1%, up from 5.9% in June. If growth persists, several FOMC members see the funds going a lot higher than the market expects.   Source:...

Meet the Team : Joseph Sykora

You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We...