March 2026 Monthly Bond Market Review
February economic data continued to reflect the measured disinflationary progression that has characterized conditions throughout the post-pandemic normalization cycle, with
Tensions in Middle East Intensify Market Volatility
This week, escalating geopolitical tensions in the Middle East further intensified volatility across global capital markets. The conflict with Iran
WHITEPAPER: Why Real Estate Drives California’s Fiscal Health
It has been stated time and again: Buying a home is the single largest investment most people make; home ownership
Fed Holds; Inflation Pressures Persist
The Federal Open Market Committee (FOMC) held the federal funds rate at 3.50% to 3.75% on Wednesday in an 11
Oil Surge Fuels Market Volatility
The conflict in the Middle East involving the U.S. and Iran has rapidly shifted the narrative for financial markets and
February 2026 Monthly Bond Market Review
Recent economic data point to moderating inflation and a continued rebalancing in labor market conditions. Although price pressures remain modestly
Economic Data Signals Resilience
There was a plethora of economic data releases this week with most indicating the resilient economic backdrop remains in place.
Inflation Eases While Consumers Slow Down
The market received some key economic datapoints this week as some reports have been delayed due to the government shutdowns.
Is the US Economy Headed for a Recession in 2019?
A popular recession warning has been flashing red recently as the yield on the 10-year US Treasury notes dipped below the yield on 3-month US Treasury bills, known as a yield curve inversion, for the first time since 2006-07.