by John Luke Tyner | Nov 22, 2023 | Blog, Bonds
Last week, the CPI & PPI print both came in weaker than expected. The market responded favorably with stocks up and yields dropping. The bigger change in our minds was the drop in forward interest rate expectations where the market continues to price a lower...
by John Luke Tyner | Sep 15, 2021 | Blog
August PPI and CPI and Fed Survey Update… QE Taper Coming late ‘21 Boy did we get the tale of two reports from the August inflation data. The PPI report was modestly higher than expectations whereas the CPI report was modestly lower… so which one is right?...
