February 2023 CPI Update

by | Mar 14, 2023 | Blog, Bonds

Consumer prices rose in February by the most in 5 months, although the move was roughly in line with expectations. Headline CPI number moved lower to 6.0% YoY as the February 0.4% print replaced last year’s 0.7% print.   Source: Bianco. As of 3/14/23.   Next...
“The Fed likely is not done hiking – another 25 basis point hike looks likely at the next meeting”

“This won’t be a clear push for the Fed to jump back up to 50 basis points (hike wise) at their next meeting, although there are a few more data points that could change things next week”

by | Mar 10, 2023 | Market Notes, Media Notes

February Jobs Report Beats Expectations: What the Experts Are Saying       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

The Market in Pictures, March 10

by | Mar 10, 2023 | Blog, Charts

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:   Beckham: The high-beta rally to start the year was really weird   Source: Piper as of 03.06.23...