April 16, 2024
The Pace of Disinflation is Stalled, Pushing Back the First Rate Cut Expectation Beyond June
The two weeks since our last Economic Review have been busy ones for economic news, and that news has not been good for those hoping for Federal Reserve action to reduce interest rates in the near term.
March 26, 2024
FOMC meeting: Reiterating Data Dependency & Reinforcing a Higher-For-Longer Rate Reality
Read our insight on the data from last week’s FOMC meeting where the Fed opted to keep interest rates unchanged, but confirmed cuts this year.
March 18, 2024
Core Inflation Exceeded Expectations for The Last Two Months – Stickier Than Expected
For now, the inflation news appears to be outweighing softening employment in terms of market impact. Let’s review some of the more significant economic data released last week.
