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The Morning View: July 30, 2026
https://vimeo.com/1214297207 Announced this morning, the PCE Deflator decreased by 0.1% in June, as expected, and was up 3.7% on an annual basis. The annual increase was lower than the previous month. The Core PCE Deflator, which excludes food and energy prices and...
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Post-FOMC Thoughts – January 28, 2026
The Decision At the conclusion of today’s FOMC meeting, the Fed Funds rate was held steady at the current range of 3.50% – 3.75%. Today’s decision was once again not unanimous; there were multiple dissenting votes. Stephen Miran and Christopher Waller would have...
The Morning View: January 22, 2026
https://vimeo.com/1157234854 In this morning’s data, Initial Jobless Claims were 200,000 for the week ending January 17th, less than expected and increased by just 1,000 from the previous week’s revised figure. Continuing Claims were 1,849,000 for the week ending...
The Morning View: January 13, 2026
https://vimeo.com/1154003912 Announced this morning, the Consumer Price Index (CPI) increased 0.3% in December, as expected. On an annual basis it grew 2.7%, also as expected and the same as the previous annual increase. The core rate, which excludes prices for food...
The Morning View: January 9, 2026
https://vimeo.com/1152902725 Announced this morning, the economy added 50,000 jobs in December, less than expected and the previous month’s increase was revised slightly lower. In reviewing the individual industries, the Leisure and Hospitality industry was...
Market Update- January 2026
Fourth Quarter 2025 In the fourth quarter, the S&P 500 gained 2.7%, lifting its year-to-date return to 17.9%. The continued strength of corporate earnings, particularly in the technology and communication services sectors, drove the index higher. Much of the...
Retirement Times January 2026
January 2026 This month's Retirement Times discusses the following: OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures Savings Inertia: Moving Beyond the Default The $100 Billion Swing Era – Managing Headline Overload Participant Corner: You Can...
Investment Outlook – January 2026
Ring Out the Old and Ring in the New Here we are again at the intersection of two years, one old and familiar, if not completely understood, and one unknown but open to reckless prognostication. At this time last year, we boldly speculated that 2025 would prove to be...
The Morning View: December 31, 2025
https://vimeo.com/1150673264 In this morning’s data, Initial Jobless Claims were 199,000 for the week ending December 27th, less than as expected and -16,000 less than the revised amount from the previous week. In addition, Continuing Claims were 1,866,000 for the...
The Morning View: December 23, 2025
https://vimeo.com/1148951742 Announced this morning, the estimate of GDP growth for the third quarter 2025 came in at 4.3% on an annualized basis, much higher than expected. In review of the components, consumer spending was strong while investment was relatively...