consumer spending

July Market Commentary – A Disinflationary Trend Re-emerges

July 22, 2024

June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However,…
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November Market Commentary – Powell on Rate Cuts: Nope.

November 10, 2023

October Recap and November Outlook The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields. And by rollercoaster,…
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