Fixed Income Update – July 2024

Fixed Income Update – July 2024

2nd Quarter 2024 Review • At the most recent FOMC meeting in June, Fed officials signaled that they expected just one 25 basis point cut in 2024; however, the Fed Funds Futures market is poised for two 25 basis point cuts this year • Interestingly, the FOMC raised its...

Fixed Income Update – July 2024

2nd Quarter 2024 Review • At the most recent FOMC meeting in June, Fed officials signaled that they expected just one 25 basis point cut in 2024; however, the Fed Funds Futures market is poised for two 25 basis point cuts this year • Interestingly, the FOMC raised its...

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The Morning View: April 5, 2024

The Morning View: April 5, 2024

In this morning’s data, the economy added 303,000 jobs in March, much higher than expected.  The Health Care and Social Assistance and Construction industries were relatively strong, while Temporary Help was again relatively weak.  The Unemployment Rate ticked...

Fixed Income Update – July 2024

Fixed Income Update – April 2024

1st Quarter 2024 Review • U.S. Treasury (UST) yields rose during the first quarter due to stronger than expected growth and stickier inflation • At the FOMC’s March meeting, Fed officials signaled that they expected three 25 basis point cuts in 2024, in line with...

Investment Outlook – April 2024

Investment Outlook – April 2024

Will They, Won’t They, When Will They? We’re talking about the Fed, of course.  Will the Fed lower short-term rates, or will they keep them at the current range (5.25% - 5.50%) for another six or more weeks to see if core PCE inflation continues to decline towards a...

The Morning View: April 5, 2024

The Morning View: April 1, 2024

Announced this morning, the PCE Deflator increased 0.3% in February, slightly less than expected and was up 2.5% on an annual basis, one-tenth higher than the previous reading. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by...

Market Perspective- March 2024

Market Perspective- March 2024

Walking The Line As expected, the Federal Reserve held interest rates steady last week and signaled it still plans multiple cuts before the end of the year. Following its two-day meeting, the Federal Open Market Committee (FOMC) kept the benchmark overnight borrowing...

Investment Outlook – April 2024

Are Revocable Trusts the New Estate Planning Craze?

In my previous life, as a practicing estate planning attorney, I would often joke with clients who brought me their documents for review. When this review included a revocable trust, I would often ask the age (or retirement date) of their previous planner. As was the...

Serving Women’s Financial Needs

Serving Women’s Financial Needs

As Americans continue to celebrate Women’s History Month, I’m drawn to the social media posts and the messages of encouragement and hope being shared. From self-care tips to prioritize one’s health, women sharing lessons learned about the value and power of...

Post-FOMC Thoughts

Post-FOMC Thoughts

Leading up to Today’s Decision While it was not quite unfathomable that the first Fed Funds rate cut in this monetary policy cycle could occur today, it would have nevertheless been an extremely unlikely outcome. Expectations were firmly in place for the Fed Funds...

The Morning View: April 5, 2024

The Morning View: March 19, 2024

In this morning’s data, Housing Starts were higher than expected at 1,521,000 in February, which is a 10.7% increase from the previous month and a rebound from the revised -12.3% decrease in the previous report. Building Permits were also higher than expected at...

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