by John Luke Tyner | Sep 14, 2022 | Blog, Bonds
Another Hot Inflation Report CPI came in above expectations yet again. In fact, headline inflation has only come in below expectations once in the past year. The U.S. CPI rose +0.1% m/m in Aug, and 8.3% y/y. The core CPI (ex food & energy) surged +0.6% m/m...
by Marketing | Aug 20, 2022 | Market Notes, Media Notes
A Dovish Powell Could Set Stage for Stocks to Erase All Losses by Year-End 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...
by John Luke Tyner | Aug 4, 2022 | Blog, Bonds
Another Sizable Hike The Fed raised its policy rate by 75 bps as expected, which according to Chairman Powell brings the Fed Funds target range back to “neutral”. Powell indicated decisions moving forward would be data dependent. Following the market responses...
by David Wagner | Aug 1, 2022 | Blog, Market Updates
Developments Over the Past Month July 2022 Market Recap: The month of July was driven by better-than-feared earnings, economic data, and falling inflation expectations. The market spent most of June pricing in an earnings Armageddon that has yet to come to...
by John Luke Tyner | Jul 12, 2022 | Blog, Macro Updates
Powell Pivot or Powell Plunge… Which is It? The Fed’s aggressive tightening over the last 3 months has been a vicious attempt to regain their credibility after insisting inflation was merely transitory for all of 2021 + the first quarter of ‘22. In turn, for their...
