Buyers Are Back in Town Week one of a new administration is here and so far markets have greeted it warmly. There was an added friendliness to the trading environment pre-inauguration with the 10-year Treasury yield falling more than 20 basis points (bps) in a week on the heels of inflation data that came and…Read more
Priceless Our first inflation prints of 2025 hit the wires this week and they were generally better than expected. The Consumer Price Index (CPI), which usually gets the most attention, came in close to estimates for headline data (including all items), and below estimates for the core measure (excluding food and energy). With investors’ renewed…Read more
Setting the Tone The year may have gotten off to a sleepy start, but things are set to heat up this week with the beginning of earnings season and inflation data. Big banks and other major financial institutions will kick things off as usual, providing investors with the first glimpse into how corporate America fared…Read more
