Interest rates back up as news settles The 10-year Treasury yield recovered much of its recent decline as fundamentals still point to higher future interest rates. Economic commentary June 11, 2018 economic growthinflationinterest ratesmarket commentary
December Monthly Dashboard: Trend growth and (perhaps) reduced downside risks heading into 2020 Recent geopolitical events have reduced downside risks for the near term economic outlook. Economic commentary December 27, 2019 consumer spendingeconomic growthinflationinterest rates
Wall of worry begins to crumble Equity markets gained for the ninth week in ten as the wall of worry that has clouded markets for the past several years began to crumble Capital market impact December 16, 2019 economic growthinvesting strategiesmarket commentary
Fed policy on hold for the time being The FOMC kept the federal funds rate unchanged while indicating an extended pause in monetary policy through 2020. Economic commentary December 16, 2019 consumer spendingeconomic growthhousing marketinflation
Current yield curve is a good sign for economic growth The yield curve regains its upward slope as recession fears recede. Capital market impact November 22, 2019 consumer spendingeconomic growthinterest ratesmarket commentary
S&P 500 Index hits six-week winning streak Equity markets continued their climb higher, with the S&P 500 Index finishing at a record high Capital market impact November 18, 2019 economic growthinvesting strategiesmarket commentary
Another Fed cut in October, but a pause was signaled The FOMC cut rates again in October while signaling a pause for policy moves unless inflation picks up or growth slows. Economic commentary November 4, 2019 consumer spendingeconomic growthhousing marketinflation
October Monthly Dashboard: Consumers mostly offsetting the drag from a weaker business sector Trade uncertainty has disrupted activity for U.S. firms while still solid labor market trends boost consumer activity. Economic commentary October 25, 2019 consumer spendingeconomic growthinflationinterest rates
Markets near high despite continued uncertainty Equity markets rose modestly for the second-straight week on strong earnings and hopes for a Brexit deal. Capital market impact October 21, 2019 economic growthinvesting strategiesmarket commentary
September Monthly Dashboard: The Fed is easing, but trade and global growth are holding the economy back The Fed eased again in September as trade tensions and weaker global growth likely still hang over the economy. Economic commentary September 27, 2019 consumer spendingeconomic growthinflationinterest rates
