The Market in Pictures, October 31

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 an amazing run in stocks to those left behind, to the FOMC and inflation, and housing. Happy Halloween!   Brian: Maybe it’s...

Another All Clear for Rate Cuts

The September CPI report, delayed for more than two weeks, was finally released this morning. The September Inflation data is an important number used to calculate the 2026 Social Security cost-of-living (COLA) adjustment; COLA is now set to increase 2.8% for 2026 (a...

Around the Bond Market, September 2025

CPI came in a touch hotter than expected in August, with the headline rising 0.382%, rounding to 0.4%, and the core rising 0.346%, rounding down to 0.3%. The consensus was 0.3% for both. The YoY CPI inflation rate rose from 2.732% to 2.939%, while the core YoY rose...

The Market in Pictures, August 15

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 inflation to dispersion, from wall of worry to tariff impact, and the ongoing US vs. Foreign discussion. Have a great weekend!...