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The Morning View: September 11, 2026
https://vimeo.com/1225957094 Announced this morning, the Consumer Price Index (CPI) increased 0.4% in August, as expected and was three-tenths higher than the previous month’s increase. On an annual basis, it grew 3.4%, the same as the previous month. The core rate,...
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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...
Market Perspectives- December 2025
From Momentum to Measurement Key Takeaways Markets remained resilient in 2025, but leadership narrowed as investors became more selective and less tolerant of unmet expectations. Economic growth slowed without stalling, supported by a rebalancing labor market and a...
The Morning View: December 16, 2025
https://vimeo.com/1147001495 In this morning’s data, the economy added 64,000 jobs in November, more than expected. Note that the October payrolls report was delayed and the preliminary figure in today’s report indicates the economy may have lost -105,000 jobs in that...
Post-FOMC Thoughts – December 10, 2025
The Decision At the conclusion of today’s FOMC meeting, the Fed Funds rate was reduced by 25 basis points, lowering the current range to 3.50% – 3.75%. This decision was in keeping with September’s Statement of Economic Projections, which forecasted two additional...