Key Takeaways: The recent banking crisis shifted market expectations for the peak Fed funds rate down by 0.75% to around 5.00% since the beginning of March 2023. Long-term yields have started to drop as markets price in a higher likelihood of a recession, which should...
Inflation Numbers from July 13, 2022 Higher than expected inflation numbers were published on July 13, 2022. US Inflation, which measures the price-change of a basket of goods and services in the US, increased by 9.06% over the 12 months prior to June 30, 2022; a...
Read through our market commentary here, or skip to Jason’s April 2022 Market Update video below. In the first quarter of 2022, markets have dealt with major events like Fed rate hikes, inflation hitting 40-year highs, and the Russian invasion of Ukraine, not to...
The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recessionCurrent sentiment shows extreme optimism which could be a negative for the marketFed futures pointing to potential rate cuts could be good for bonds 1st Quarter...
