Why Headline Inflation & Core Inflation Differ – Inflation Overview
Following historically high inflation throughout 2022, we have now had nine consecutive months of decreases in the Consumer Price Index (CPI), which has driven inflation...
Category: Economy
Smaller Banks’ Exposure To Commercial Real Estate – Banking Sector Update
The commercial real estate market, over the past three years, has struggled with a critical factor that is vastly changing the security it previously held....
Self-Employed Workforce Is Still an Expanding Trend – Labor Market Overview
While millions of workers were suddenly faced with unemployment at the spark of the COVID-19 Pandemic, a shift to remote work has shown ripple effects...
More Banks Are Borrowing from The Fed – Monetary Policy Update
Widespread uncertainty and difficulties remain persistent for numerous banks, especially smaller regional banks. As investors’ trust in banks has recently fallen, depositors have withdrawn funds...
Fixed Income
As expected, the Federal Reserve announced the execution of its final rate increase in early May. Bond markets reacted with lower long-term yields as the...
Macro Economic Overview
Concern over additional bank failures has created ongoing uncertainty for equity and bond markets, as the collapse of First Republic Bank this past month has...
Travel Industry Rebounding From Pandemic Slump – Travel & Tourism Industry
With March passing, it has officially been three years since the initial surge of the COVID-19 pandemic that shut down schools, in-person meetings, and disrupted...
Recent Unemployment Data May Be Misleading – Labor Market Update
In January, unemployment reached a 54-year low of just 3.4% which presented a positive sign for the economy. However, many analysts agree that this low...
Lumber & Natural Gas Show Signs Of Deflation – Commodity Overview
The past year has been one of turmoil for natural resources, especially due to global instability amidst the war in Ukraine and supply constraints. Two...
Macro Economic Overview / April 2023
The failure of two regional banks unsettled equity and fixed-income markets globally in March. Financial contagion risks were at the forefront of the financial markets...