March 11, 2024

What a Difference a Week Makes:  Soft February Employment Data Reignites Rate Cut Hopes

Our insight on the economic data from the week of March 4 shows adjusted employment data, changes in inflation and consumer spending.

February 5, 2024

Blockbuster New Jobs and Unlikely March Rate Cut – Is the Last Mile the Longest?

The equity markets continued to climb higher for most of the last week.  The rally has been supported by three pillars – a strong economy, declining inflation, and rate cut expectations.