— The Federal Reserve’s preferred gauge of inflation rose more than expected, up 0.4% in Feb. to an annualized rate of 2.8% vs. target of 2%...
“Higher for longer” has been our thesis for U.S. interest rates since the start of 2022. U.S. inflation spurred by years of low interest rates, ne...
— Earnings from S&P 500 companies are expected to rise 7% for 1st quarter 2025 (down from estimated 11% growth at the start of the year), wi...
— The Federal Reserve is expected to hold its key interest rate steady at March 18-19 meeting; currently market expectations are for potentially...
As a former long-only equity portfolio manager, I feel like I am in a position to say the following without insulting anyone: Credit investors are sma...
— The U.S. economy added a decent 151,000 new jobs in Feb., but this does not yet reflect most government layoffs; people working part-time but...
How we are navigating volatile markets and a year full of change. By David Baker, Senior Director, Investment Strategy and Communications.
— U.S. consumers pulled back on purchases in Jan. by 0.2%, a drop not seen since Feb. 2021; the latest weekly jobless claims rising more than ex...
— Retail sales slumped 0.9% in January, down much more than expected. — Fed officials are worried about tariffs’ impact on inflation and...
