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Fixed Income
March 20 2025
Markets/Economy .
Article

2 minute read

Return of 'transitory'
March 24 2025

Weekly Bond Commentary

March 13 2025
Markets/Economy .
Article

2 minute read

CPI falls, but so does consumer confidence
March 17 2025

Weekly Bond Commentary

March 10 2025
Markets/Economy .
Article

2 minute read

Labor market reports ringing caution
March 10 2025

Weekly Bond Commentary

March 3 2025
Markets/Economy .
Article

2 minute read

Is the canary in the coal mine warming up?
March 3 2025

Weekly Bond Commentary

February 20 2025
Markets/Economy .
Article

2 minute read

Inflation expectations rising
February 24 2025

Weekly Bond Commentary

February 6 2025
Markets/Economy .
Article

2 minute read

On solid footing
February 10 2025

Weekly Bond Commentary

January 31 2025
Markets/Economy .
Article

2 minute read

Expectations of inflation also important
February 3 2025

Weekly Bond Commentary

January 24 2025
Markets/Economy .
Article

2 minute read

Lots to digest
January 24 2025

Weekly Bond Commentary

January 16 2025
Markets/Economy .
Article

2 minute read

Look both ways before assessing
January 21 2025

Weekly Bond Commentary

January 13 2025
Markets/Economy .
Article

2 minute read

Fed staff earning their pay
January 13 2025

Weekly Bond Commentary

January 3 2025
Markets/Economy .
Article

2 minute read

New year, new issues
January 6 2025

Weekly Bond Commentary

December 6 2024
Markets/Economy .
Article

2 minute read

Economic data mixed
December 9 2024

Weekly Bond Commentary

December 2 2024
Markets/Economy .
Article

2 minute read

Is inflation uncooperative or incorrigible?
December 2 2024

Weekly Bond Commentary

November 22 2024
Markets/Economy .
Article

2 minute read

Mixed picture
November 25 2024

Weekly Bond Commentary

November 18 2024
Markets/Economy .
Article

2 minute read

Inflation stays put
November 18 2024

Weekly Bond Commentary

November 8 2024
Markets/Economy .
Article

2 minute read

An out-of-the-spotlight FOMC meeting
November 11 2024

Weekly Bond Commentary

November 22 2024
Monetary Policy .
Article

3 minute read

Chair Powell was vague, until he wasn't
November 8 2024

Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.

November 4 2024
Markets/Economy .
Article

2 minute read

Data paints blurry picture
November 4 2024

Weekly Bond Commentary

October 28 2024
Markets/Economy .
Article

1 minute read

A little change can become a big difference
October 28 2024

Weekly Bond Commentary

October 17 2024
Markets/Economy .
Article

1 minute read

Economy withstands the storms
October 21 2024

Weekly Bond Commentary

October 11 2024
Markets/Economy .
Article

2 minute read

Hurricanes complicate economic data
October 14 2024

Weekly Bond Commentary

October 4 2024
Markets/Economy .
Article

2 minute read

Robust jobs report might mean the Fed regrets its rate cut
October 7 2024

Weekly Bond Commentary

September 25 2024
Markets/Economy .
Article

2 minute read

Wait and see approach for consumers
September 30 2024

Weekly Bond Commentary

September 19 2024
Markets/Economy .
Article

2 minute read

It all comes down to risk management
September 23 2024

Weekly Bond Commentary

September 19 2024
Monetary Policy .
Article

3 minute read

A rate cut that makes you go hmmmm
September 19 2024

The data did not support the large cut, but the Fed did not want to seem behind the curve.

October 9 2024
Monetary Policy .
Article

2 minute read

First Fed cut is a slash
September 18 2024

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

September 13 2024
Markets/Economy .
Article

1 minute read

Better, but is it good enough?
September 16 2024

Weekly Bond Commentary

September 6 2024
Markets/Economy .
Article

2 minute read

Jobs report weak, but not troubling
September 9 2024

Weekly Bond Commentary

August 30 2024
Markets/Economy .
Article

2 minute read

Economy lining up just right for a rate cut
September 3 2024

Weekly Bond Commentary

August 26 2024
Markets/Economy .
Article

1 minute read

Summer winds down
August 26 2024

Weekly Bond Commentary

August 16 2024
Markets/Economy .
Article

2 minute read

Hanging in there
August 19 2024

Weekly Bond Commentary

August 8 2024
Markets/Economy .
Article

2 minute read

Roller coaster week
August 12 2024

Weekly Bond Commentary

August 2 2024
Markets/Economy .
Article

2 minute read

Labor market surprise
August 5 2024

Weekly Bond Commentary

July 29 2024
Markets/Economy .
Article

2 minute read

Consumer sentiment steady, but for how long?
July 29 2024

Weekly Bond Commentary

July 19 2024
Markets/Economy .
Article

2 minute read

Data loop-de-loop
July 22 2024

Weekly Bond Commentary

July 11 2024
Markets/Economy .
Article

2 minute read

Two steps forward, one step back
July 15 2024

Weekly Bond Commentary

July 8 2024
Markets/Economy .
Article

2 minute read

State of economy is in the eye of the beholder
July 8 2024

Weekly Bond Commentary

July 1 2024
Markets/Economy .
Article

1 minute read

Back and forth
July 1 2024

Weekly Bond Commentary

June 24 2024
Markets/Economy .
Article

2 minute read

Economic data balances out again
June 24 2024

Weekly Bond Commentary

June 13 2024
Markets/Economy .
Article

3 minute read

A shift in sentiment
June 17 2024

Weekly Bond Commentary

June 7 2024
Markets/Economy .
Article

2 minute read

Uneven jobs report ahead of Fed meeting
June 10 2024

Weekly Bond Commentary

June 3 2024
Monetary Policy .
Article

2 minute read

Back on track?
June 3 2024

Weekly Bond Commentary

May 23 2024
Markets/Economy .
Article

2 minute read

Fed wants to cut rates, but inflation won't cooperate
May 28 2024

Weekly Bond Commentary

May 20 2024
Markets/Economy .
Article

2 minute read

Sigh of relief
May 20 2024

Weekly Bond Commentary

May 15 2024
Markets/Economy .
Article

3 minute read

Why the Treasury wants its bonds back
May 16 2024

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

May 10 2024
Markets/Economy .
Article

2 minute read

The winter, and spring, of Fed's discontent
May 13 2024

Weekly Bond Commentary

May 9 2024
Markets/Economy .
Article

2 minute read

Softening economic data fits Powell's dovish stance
May 6 2024

Weekly Bond Commentary

April 29 2024
Markets/Economy .
Article

2 minute read

Entrenchment?
April 29 2024

Weekly Bond Commentary

April 22 2024
Markets/Economy .
Article

2 minute read

Hey, big spenders
April 22 2024

Weekly Bond Commentary

April 15 2024
Markets/Economy .
Article

2 minute read

Bumps in the road
April 15 2024

Weekly Bond Commentary

April 9 2024
Markets/Economy .
Article

2 minute read

Robust jobs report means the Fed can wait
April 8 2024

Weekly Bond Commentary

March 28 2024
Markets/Economy .
Article

2 minute read

Uncertainty is the watchword in Q2
April 1 2024

Weekly Bond Commentary

March 27 2024
Markets/Economy .
Article

2 minute read

No surprises
March 25 2024

Weekly Bond Commentary

November 21 2024
Fixed Income .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

July 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

August 12 2022
Markets/Economy .
Article Waiting to exhale
August 15 2022

Weekly Bond Commentary