Our forecast for the U.S. employment report for April expects an increase of 60,000 jobs and the unemployment rate to stay at 4.3%. … READ MORE >
Market minute
Market Minute: Listen to what the bond market is saying
Both 30-year and 10-year bond yields are trading at the top of recent ranges, suggesting uncertainty and a greater risk in holding long-term securities. … READ MORE >
Market Minute: Hollywood needs a jolt. I’m doing my part this weekend.
Box office receipts are down. So my better half and I are seeing a movie on Sunday, something we all could benefit from as we face challenging times. … READ MORE >
Market Minute: What to expect in first-quarter GDP
We expect a 2.2% increase in U.S. gross domestic product for the first quarter when the data is released on Thursday. … READ MORE >
Market Minute: FOMC preview and Powell’s big decision
We expect the Federal Reserve to keep its federal funds policy rate in a range between 3.5% and 3.75% on Wednesday. … READ MORE >
Market Minute: Housing is a big reason consumers are feeling squeezed
The mismatch in supply and demand in the housing market is making homes less affordable for buyers and renters. … READ MORE >
Market Minute: The Fed’s SOMA holdings and the challenge of balance sheet run-off
The System Open Market Account’s weighted average years to maturity is 14.56 years—which is heavily weighted to long-term securities. … READ MORE >
Market Minute: Australia’s triple shock
The vulnerability to an energy shock was always there. The war just made it undeniable. … READ MORE >
Market Minute: Bank exposure to private credit
With bank earnings in focus this week, it is natural that investors are looking at bank exposure to the private credit sector. … READ MORE >
Market Minute: The cost of failed ceasefire talks in Iran
The announcement of a naval blockade of shipping out of the Persian Gulf will only worsen the shortages of oil, natural gas, distillates, other liquids and refined products. … READ MORE >