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Post-FOMC Thoughts – April 29, 2026
By Sam Boldrick Senior Vice President, Director of Fixed Income Jerome “Jay” Powell chaired his final meeting as head of the Federal Reserve following the Trump administration’s withdrawal of a somewhat dubious criminal investigation into renovations at the Fed’s...
The Morning View: April 21, 2026
https://vimeo.com/1185228462 In this morning’s data, Retail Sales increased by 1.7% in March, higher than expected and more than double the revised increase in the previous month. The Control Group, which is a closer measure of the inputs for GDP that excludes sales...
Fixed Income Update – April 2026
1st Quarter 2026 Fixed Income Review From September 2024 to December 2025, the Federal Open Market Committee (FOMC) reduced its fed funds policy rate by 175 basis points from a peak of 5.25%-5.50% to its current range of 3.50%-3.75%. The current monetary policy easing...
The Morning View: April 14, 2026
https://vimeo.com/1183033504 In this morning’s data, the Producer Price Index (PPI) increased 0.5% in March, much less than expected, and the same as the previous month’s revised figure. The headline rate increased 4.0% on an annualized basis. The core rate, which...
The Morning View: April 10, 2026
https://vimeo.com/1181955983 In this morning’s data, the Consumer Price Index (CPI) increased 0.9% in March, as expected. On an annual basis it grew 3.3%, a bit less than expected. Both the monthly increase and annual increase are well above the previous month’s...
Market Update- April 2026
First Quarter 2026 Never a dull news cycle! Investors were barraged with a staggering number of events during the quarter. There was no shortage of geopolitical headlines with the year kicking off with the capture and extradition of Venezuela’s then-president, Nicolás...
The Morning View: April 3, 2026
In this morning’s data, the economy added 178,000 jobs in March, much higher than expected. Reviewing the individual industries, the Leisure and Hospitality industry and Health Care and Social Assistance industry were relatively strong, while the Financial...
Retirement Times April 2026
April 2026 This month's Retirement Times discusses the following: Study: Confidence Higher Among Target Date Fund Investors Lawmakers Move to Ease Form 5500 Filing Burdens DOL Backs Employers in Forfeiture Litigation Participant Corner: Enhance Your Savings Strategy...
Market Perspectives-March 2026
March Madness: War, Inflation, and a Market Repricing in Real Time Key Themes This Month Escalation in Iran has reintroduced energy-driven inflation risk, with oil once again dictating the macro narrative Markets are no longer moving together, and dispersion across...
Investment Outlook – March 2026
“Stagflation” Those of us of a certain age remember when we first encountered this portmanteau term for stagnant economic growth accompanied by high inflation. Although the term was originally coined in the UK in the 1960s, during one of Britain’s periods of economic...