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August 7, 2024

Labor Market Weakness Triggers Stock Market Sell-Off, Likely Rate Cuts

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. 

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.