by Sara Manning-Bracho | Mar 13, 2025 | Market Insights
James Pruskowski, CIO at 16rock Asset Management, said fears of stagflation resulting from President Trump’s tariff policies and the layoffs of thousands of federal employees are spooking investors. Too much is hitting the investor at once, particularly growth...
by Sara Manning-Bracho | Feb 28, 2025 | Market Insights, Sara
One of the questions for the Webinar is: “FED Funds rates are down 100 bps; however, MUNI paper is up ~100 bps since that move – why?” This is a difficult question, as there is no single answer. One would think that with the Fed Funds rates down, borrowing...
by David Loesch | Feb 21, 2025 | David, Market Insights
Today’s 2/20 applications for US unemployment benefits showed little change last week, hovering around pre-COVID levels and indicating solid demand for workers. Initial claims increased by 5000 to 219000 in the week ended 2/15. There is not much change; we all know...
by Sara Manning-Bracho | Feb 13, 2025 | Market Insights, Sara
CPI is the hot topic on 2/12. The danger is that an elevated inflation reading and the news headlines it produces will add to inflation expectations. As we have mentioned in the past two weeks, inflation has already been ticking up amid all the discussions of tariffs....
by Sara Manning-Bracho | Feb 6, 2025 | Market Insights, Sara
We saw that Jobless claims picked up today and are still near pre-COVID levels. Applications for US unemployment benefits increased by 11K to 219K, which was reported today, 2/6/2025. Continuing claims rose to 1.89MM in the week ended 1/25/25, and the average of new...
by David Loesch | Jan 16, 2025 | Market Insights
Treasuries rallied as inflation slowed and was lower than forecasted. On Wednesday, we saw a surge in US government debt, pushing yields lower by ~10bps across the curve. Based on the news from 1/15, traders are currently pricing in a rate reduction for July of this...
