This week we get the Bank of England, Federal Reserve and Bank of Japan policy decisions that will lead to a further resetting of prices across asset classes. … READ MORE >
August inflation data demands rate hikes from the Fed
With higher oil and distillate prices set to be passed downstream to consumers, the Federal Reserve his little choice but to raise its policy rate at its next meeting. … READ MORE >
Market Minute: U.S. Strategic Petroleum Reserve continues to drop
The U.S. Strategic Petroleum Reserve is perilously close to minimum levels, raising concerns for household and business affordability as the war drags on. … READ MORE >
Market Minute: Inflation data set to support Fed rate hike
Economists expect a 0.4% monthly increase in both top-line PPI and CPI when the data is released this week. … READ MORE >
Market Minute: Nonresidential investments’ rising role in productivity and growth
Total nonresidential investment has grown from an annualized level of $2.7 trillion in 2020’s second quarter to $4.6 trillion this year. … READ MORE >
Fed rate hike looming as hiring increases by 162,000
The American labor market rests at or near full employment. A 4.1% unemployment rate, a labor force increase of 683,000, and an advance of 162,000 in monthly hiring all point to a solid working definition of what that means in 2026. Once one adjusts for a two-month upward revision of … … READ MORE >
Market Minute: August U.S. jobs report preview
We are forecasting a 25,000-job increase and a 4.1% unemployment rate when the August jobs data is released on Friday. … READ MORE >
Market Minute: Regime change in rates rolls higher
Investors are pushing up rates as inflation rises, nations add to their debt and as geopolitical risk continues unabated. … READ MORE >
Market Minute: Diesel inventories near 20-year low as prices rise
Distillate inventories fell by 2.2 million barrels to 103.4 million for the week ending Aug. 26, according to the U.S. EIA. … READ MORE >
Market Minute: $40 trillion in debt and rising as free lunch expires
Even an artificial intelligence-driven boom over the next few years will not be sufficient to avoid hard budget choices in Washington. … READ MORE >









