The Market in Pictures, April 17

by | Apr 17, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the US dollar to bonds to the economy to US and foreign stock markets. Happy Easter to you!   Brett: The value of the US dollar...

No Help From Bonds

by | 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...

Not Relying on Help From FOMC

by | Feb 6, 2025 | Blog, Bonds

FOMC Update   The January FOMC meeting went as expected (no rate cut). Chairman Powell offered limited forward guidance, stating that “we’re meaningfully above” the neutral rate for fed funds but countered that by noting the Fed is in no hurry to cut rates.  ...

Around the Bond Market: January 2025

by | Jan 24, 2025 | Blog, Bonds

Progress on the Debt to GDP Ratios… Kinda   The CBO, a non-partisan budget agency, updated its forecasts for the U.S. budget deficits for the next 10 years. The report showed a slightly improved fiscal picture compared to its previous outlook published back in June...