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The Morning View: November 11, 2026
https://vimeo.com/1245846845 In yesterday’s data, the Consumer Price Index (CPI) increased by 0.4% in October, higher than expected. On an annual basis, it grew 3.9%. This was calculated using the average of September 2025 and November 2025 as the baseline, given that...
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The Morning View: November 11, 2026
https://vimeo.com/1245846845 In yesterday’s data, the Consumer Price Index (CPI) increased by 0.4% in October, higher than expected. On an annual basis, it grew 3.9%. This was calculated using the average of September 2025 and November 2025 as the baseline, given that...
Market Update-November 2026
Summary •The S&P 500 slipped roughly 0.9% in October, but under the hood there was significant movement. The average stock had a very good month: the equal-weighted index rose 5%, beating the cap-weighted benchmark by 5.9 points, the widest monthly margin since...
Retirement Times November 2026
November 2026 This month's Retirement Times discusses the following: Simplicity Wins: Two-Thirds of Participants Now Hold a Single Fund IRS and Treasury Issue Guidance to Standardize Retirement Plan Rollovers Plan Website and App Experiences Linked to Engagement and...
The Morning View: October 29, 2026
Announced this morning, the PCE Deflator increased 0.5% in September, as expected, and was up 3.6% on an annual basis, two tenths above last month’s annual increase. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal...
Post-FOMC Thoughts – October 28, 2026
The Decision In keeping with market-based expectations for today’s FOMC meeting, the Fed Funds rate was held steady at the current range of 3.75%–4.00%. Today’s decision was once again not unanimous. There were multiple dissenting votes—Hammack and Cook dissented in...
Fixed Income Update – October 2026
3rd Quarter 2026 Fixed Income Review • At the September FOMC meeting, the Fed Funds rate was raised 25 basis points. This was characterized by Fed Chair Warsh as “removing a dose of the accommodation” that was established during the cycle of less restrictive policy...
Hold My Rate Hike: Fed Likely on Hold in October, but Is the Market Too Complacent?
Markets are assigning very little chance to the Fed raising its current policy target range of 3.75%-4% at next week’s October FOMC meeting. Pricing from overnight index swaps (OIS) and fed funds futures currently implies a roughly 10% likelihood for a full...
The Morning View: October 21, 2026
https://vimeo.com/1238014570 Announced yesterday, Housing Starts were 1,221,000 in September, sizably less than expected and a -5.2% decrease from the previous month’s revised figure. This follows a revised -5.9% decrease in the previous month. In addition, Building...
Market Perspectives- October 2026
Midterms, Markets, and the Cost of Capital The market enters the final weeks before the midterms with solid year-to-date gains but noticeably less momentum. Through Friday, October 16, the S&P 500 is up 11.9%, and the Nasdaq Composite is up 12.5%. History argues...