Tariffs, Inflation, and Uncertainty Ahead?
U.S. trade policy returned to the spotlight in February as President Trump advanced his tariff agenda under the “America First” platform…
Tariffs, Inflation, and Uncertainty Ahead? Read More »
Monthly Economic Update
Monetary Policy: On Track or Shifts Ahead?
Increased uncertainty around the new Trump administration’s trade and fiscal policies and a lack of progress…
Monetary Policy: On Track or Shifts Ahead? Read More »
All’s Well That Ends Well
When the Federal Reserve began lowering interest rates in September, the market was anticipating a steady cadence of rate cuts well into 2025…
All’s Well That Ends Well Read More »
Markets Digest Election Results
Donald Trump won the 2024 presidential election and will return to the White House with a Republican majority in both the Senate and the House of Representatives…
Markets Digest Election Results Read More »
Inflation Hits Another Minor Bump on Its Ride Down
U.S. inflation, as measured by the Consumer Price Index (CPI), showed mixed results in its most recent September reading…
Inflation Hits Another Minor Bump on Its Ride Down Read More »
The Fed’s Challenge to Walk a Tightrope When Lowering Rates
The September FOMC meeting resulted in a half-point interest rate cut, the first rate reduction since March 2020, that lowered the federal funds rate to between 4.75%-5.0%.
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One Step Closer
Inflation has finally shown signs of cooling, with the month-over-month consumer price index lowering 0.1% in June, bringing the year-over-year figure to 3.0%, a decrease from the 3.3% YoY figure in May.
Not There Yet
With measures of inflation remaining above its 2% target, the Federal Open Market Committee (FOMC) continued its approach to keep rates higher for longer at its June meeting…
The Federal Reserve’s Dilemma
The advance estimate for real GDP growth in Q1 came in at a modest 1.6% annualized rate, restrained by trade and inventory adjustments. However…
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Not So Fast
In December, the Federal Reserve turned its focus towards potential rate cuts in 2024 as inflation continued its steady decline towards the policymaker’s 2 percent target.