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Current Insights

May 24, 2024 | Great Expectations – The U.S. economy is forecasted to continue to grow above potential in 2024.

May 15, 2024 | April Inflation and Retail Data

May 3, 2024 | Can Bad News Be Good News

May 1, 2024 | Jay Day

April 30, 2024 | Home Prices

April 24, 2024 | Uncle Sam’s Admirers

April 19, 2024 | Economic Growth Expectations – Bloomberg Survey

April 16, 2024 | The First Cut Is…

April 3, 2024 | Cutting Rates

March 21, 2024 | Dot Plot

March 18, 2024 | Move Out and Lock In

March 12, 2024 | CPI Still Hot

March 1, 2024 | Inflation Expectations – Rising Expectations

February 28, 2024 | Land of the Rising Sun and Equity Markets

February 14, 2024 | CPI Release

February 7, 2024 | The Year of the Bond

January 29, 2024 | Shipping Costs

January 24, 2024 | Odds of a March Rate Cut

January 9, 2024 | Effective Mortgage Rate

January 4, 2024 | Swings in the Policy Sensitive 2-Year U.S. Treasury Yield

January 2, 2024 | 2023: 10-Year Yields

December 22, 2023 | Mortgage Rates and Home Prices

December 14, 2023 | FED and Financial Markets Update

December 1, 2023 | A November to Remember

November 28, 2023 | Christmas for Corporate Bonds

November 17, 2023 | Inflation

November 02, 2023 | The FED

October 31, 2023 | Home Prices