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Fixed Income
June 30 2025
Markets/Economy .
Article

2 minute read

Contours of expectations
June 30 2025

Weekly Bond Commentary

June 23 2025
Markets/Economy .
Article

2 minute read

To be continued
June 23 2025

Weekly Bond Commentary

June 13 2025
Markets/Economy .
Article

2 minute read

A pause in the policy program
June 16 2025

Weekly Bond Commentary

June 5 2025
Markets/Economy .
Article

2 minute read

New data not likely to change Fed's position.
June 9 2025

Weekly Bond Commentary

June 2 2025
Markets/Economy .
Article

2 minute read

Did April showers bring May flowers?
June 2 2025

Weekly Bond Commentary

May 23 2025
Markets/Economy .
Article

2 minute read

Bond vigilantes on alert
May 27 2025

Weekly Bond Commentary

May 23 2025
Markets/Economy .
Article

7 minute read

Stocks and bonds going in different directions
May 23 2025

Equity and fixed-income investors are responding differently to tariff and fiscal policy uncertainty.

May 16 2025
Markets/Economy .
Article

2 minute read

The US data gap widens
May 19 2025

Weekly Bond Commentary

May 9 2025
Markets/Economy .
Article

2 minute read

'The waiting is the hardest part'
May 12 2025

Weekly Bond Commentary

May 7 2025
Monetary Policy .
Article

3 minute read

Sticks and stones
May 8 2025

For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back. 

May 5 2025
Markets/Economy .
Article

2 minute read

Will the Fed listen to negative consumers or positive employers?
May 5 2025

Weekly Bond Commentary

April 25 2025
Markets/Economy .
Article

1 minute read

Soft data is falling hard
April 28 2025

Weekly Bond Commentary

April 16 2025
Markets/Economy .
Article

2 minute read

Fiction and fact
April 21 2025

Weekly Bond Commentary

April 11 2025
Markets/Economy .
Article

2 minute read

Inflation and inflation expectations diverge
April 14 2025

Weekly Bond Commentary

April 7 2025
Markets/Economy .
Article

2 minute read

Tariffs cause flight to safety
April 7 2025

Weekly Bond Commentary

April 4 2025
Markets/Economy .
Article

7 minute read

Labor market remains strong
April 4 2025

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March. 

March 31 2025
Markets/Economy .
Article

1 minute read

Vote of less confidence
March 31 2025

Weekly Bond Commentary

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

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