INSIGHTS

Views and Perspectives on Markets

Chandler Asset Management offers a wealth of knowledge in our many experienced professionals. The resources listed below provide you with valuable information, including market news and conditions, financial insights, and explanations of the market environment.

Chandler’s publications highlight conditions in the fixed income markets and economic indicators that may affect the bond markets, the yield curve, and Treasury yield spreads. Our weekly and monthly communications, whitepapers authored by investment professionals, participation at industry conferences and events, and other insights and news articles are below. If you would like to receive an electronic monthly copy of the Bond Market Review newsletter or be added to any other mailing lists, please CONTACT US.

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12/20/24: FOMC 2024 Update: Hawkish Rate Cut, Inflation Outlook

12/20/24: FOMC 2024 Update: Hawkish Rate Cut, Inflation Outlook

The Federal Open Market Committee (FOMC) concluded their final meeting of 2024 this week and...

12/13/24: Inflation Trends, Fed Rate Cut Expectations, and Treasury Yields Rise

12/13/24: Inflation Trends, Fed Rate Cut Expectations, and Treasury Yields Rise

Inflation data took center stage this week with the release of the November Consumer Price Index...

12/06/24: US Economic Data Shows Strong, Cooling Labor Market and Stable Growth

12/06/24: US Economic Data Shows Strong, Cooling Labor Market and Stable Growth

Economic data continues to point to a strong, albeit cooling, labor market and stable economic...

11/22/24: Financial Markets Calm Before Thanksgiving

11/22/24: Financial Markets Calm Before Thanksgiving

Financial markets assumed a less volatile tone this week as we approach the Thanksgiving holiday....

11/15/24: Markets Cool After Post-Election Rally

11/15/24: Markets Cool After Post-Election Rally

After last week’s sharp post-election rally, financial markets cooled as investors absorbed Federal...

11/8/24: US Fixed Income Markets Face Volatility Amid Election Uncertainty and Fed Rate Cut

11/8/24: US Fixed Income Markets Face Volatility Amid Election Uncertainty and Fed Rate Cut

Fixed income markets experienced heightened volatility this week as participants were focused on...

11/1/24: Market Volatility Rises Amid Weak US Employment Data

11/1/24: Market Volatility Rises Amid Weak US Employment Data

Fixed income markets experienced heightened volatility this week as participants absorbed key...

10/25/24: Treasury Yields Rise Amid Positive Economic Data

10/25/24: Treasury Yields Rise Amid Positive Economic Data

Despite the sparse number of economic data releases during the week, interest rates remained...

10/18/24: Retail Sales Surge Signals Economic Resilience

10/18/24: Retail Sales Surge Signals Economic Resilience

The holiday shortened week provided data relating to current consumer behavior. On Thursday, Retail...

10/11/24: CPI & PPI Rise, Unemployment Claims Spike

10/11/24: CPI & PPI Rise, Unemployment Claims Spike

Inflation data was front and center this week. Thursday’s Consumer Price Index (CPI) report came in...

10/04/24: Strong September U.S. Labor Market Data

10/04/24: Strong September U.S. Labor Market Data

U.S. labor market data from September surprised to the upside, with strong job growth and a...

9/27/24: PCE Inflation Cooling, Housing Market Trends, and Consumer Confidence Drop

9/27/24: PCE Inflation Cooling, Housing Market Trends, and Consumer Confidence Drop

Market participants digested an abundance of economic data this week. The Personal Consumption...

9/20/24: Federal Reserve Cuts Interest Rates for First Time Since COVID-19

9/20/24: Federal Reserve Cuts Interest Rates for First Time Since COVID-19

The highlight of economic releases this week was the announcement of the first interest rate...

9/13/24: Inflation Data for August Signals Key Fed Rate Decision

9/13/24: Inflation Data for August Signals Key Fed Rate Decision

The market received key inflation data this week that will help inform the Fed’s rate decision on...

9/06/24: Measured Easing Amid Mixed Labor Market Data

9/06/24: Measured Easing Amid Mixed Labor Market Data

The Treasury market is pricing in an aggressive monetary policy response to the softening but...

8/30/24: Strong GDP Growth, Stable Inflation, and Fed Rate Cut Anticipation

8/30/24: Strong GDP Growth, Stable Inflation, and Fed Rate Cut Anticipation

The economic releases this week presented several key data points which will likely influence...

8/23/24: Fed Chair Powell's Jackson Hole Speech Signals Potential Rate Cuts Amidst Easing Inflation and Employment Risks

8/23/24: Fed Chair Powell's Jackson Hole Speech Signals Potential Rate Cuts Amidst Easing Inflation and Employment Risks

In a light data week investors were focused on a speech from Fed Chair Powell at the Economic...

8/16/24: Inflation Data Supports Fed Rate Cut in September

8/16/24: Inflation Data Supports Fed Rate Cut in September

Inflation data this week should provide more support for the Federal Reserve to cut rates at the...

8/09/24: Market Volatility Persists Amid Economic Concerns

8/09/24: Market Volatility Persists Amid Economic Concerns

Following last week's weak employment report, financial market volatility continued, driven by...

8/02/24: Fed Holds Rates Steady as Labor Market Weakens

8/02/24: Fed Holds Rates Steady as Labor Market Weakens

This week featured key data points for gauging the health of the US economy. The first estimate for...

7/26/24: Q2 GDP Beats Expectations, Inflation Moderates, and Key Market Indicators for July

7/26/24: Q2 GDP Beats Expectations, Inflation Moderates, and Key Market Indicators for July

This week featured key data points for gauging the health of the US economy. The first estimate for...

7/19/24: 2024 Monetary Policy Outlook: Fed Rate Cut Expected in September Amid Positive Economic Indicators

7/19/24: 2024 Monetary Policy Outlook: Fed Rate Cut Expected in September Amid Positive Economic Indicators

Expectations surrounding the trajectory of monetary policy adjustments in 2024 and beyond remain in...

7/12/24 - US Economic Recap: Fed Testimony, Inflation Data, and Market Reactions

7/12/24 - US Economic Recap: Fed Testimony, Inflation Data, and Market Reactions

This week presented several important inflation related economic releases. Along with the inflation...

7/05/24 - Investors React as Labor Market Shows Signs of Cooling Amid Economic Moderation

7/05/24 - Investors React as Labor Market Shows Signs of Cooling Amid Economic Moderation

In a holiday shortened week investors digested a raft of job-related data which overall continues...

6/28/24 - US Economic Review: Consumer Caution and Moderating Growth

6/28/24 - US Economic Review: Consumer Caution and Moderating Growth

Economic data was plentiful this week, with results reflecting a cautious consumer and moderating...

6/21/24 - Retail Sales and Fed Highlights Economic Moderation Concerns

6/21/24 - Retail Sales and Fed Highlights Economic Moderation Concerns

In a week shortened by one day in celebration of the Juneteenth holiday, this week’s economic data...

6/14/24 - May Inflation Data: CPI Unchanged, PPI Declines, Fed Maintains Cautious Stance

6/14/24 - May Inflation Data: CPI Unchanged, PPI Declines, Fed Maintains Cautious Stance

Following last week's strong employment report, investors shifted their focus to the latest...

6/7/24 - May's Employment Report Surges: 272K Jobs Added, Unemployment Rate Up to 4.0%

6/7/24 - May's Employment Report Surges: 272K Jobs Added, Unemployment Rate Up to 4.0%

Today’s employment report for May came in hotter than expected, with 272,000 jobs added to the US...

5/31/24 - Treasury Yields Volatile Amid Uncertain Monetary Policy: Analysis & Market Insights

5/31/24 - Treasury Yields Volatile Amid Uncertain Monetary Policy: Analysis & Market Insights

Treasury yields remain volatile as market participants’ view on the trajectory of monetary policy...

5/24/24 - Slowing Housing and Manufacturing, Yet Labor Market Strength Prevails

5/24/24 - Slowing Housing and Manufacturing, Yet Labor Market Strength Prevails

Economic releases this week indicated slowing in the housing market, and more slowing in...

5/17/24 - Inflation Focus: PPI and CPI Analysis, Retail Sales Dip, Housing Market Challenges

5/17/24 - Inflation Focus: PPI and CPI Analysis, Retail Sales Dip, Housing Market Challenges

Inflation data was the market’s focus this week after a string of hotter than expected data points...

5/10/24 - Market Digests Central Bank Actions and Economic Data

5/10/24 - Market Digests Central Bank Actions and Economic Data

The market embraced a relatively calmer tone this week amid light economic data. Early in the week,...

5/3/24 - US Labor Market Moderates in April: Fed Holds Rates, Housing Strong, Consumer Confidence Dips

5/3/24 - US Labor Market Moderates in April: Fed Holds Rates, Housing Strong, Consumer Confidence Dips

In April, the US labor market showed signs of moderation. The report released on Friday by the...

4/26 - Insights into US Consumer Strength and Inflation Trends Ahead of FOMC Meeting

4/26 - Insights into US Consumer Strength and Inflation Trends Ahead of FOMC Meeting

This week featured data releases that provide valuable insight into the strength of the US consumer...

4/19 - Market Recap: Mixed Economic Data Amidst Geopolitical Tensions

4/19 - Market Recap: Mixed Economic Data Amidst Geopolitical Tensions

Markets began the week with a muted reaction to escalating Middle East tensions with Iran’s...

4/12- Weekly Economic Highlights

4/12- Weekly Economic Highlights

Expectations around the projected path of monetary policy in 2024 remain fluid and volatile...

4/5- Weekly Economic Highlights

4/5- Weekly Economic Highlights

The last week of March was a shortened business week with an early closure on Thursday and full...

3/22 - Weekly Economic Highlights

3/22 - Weekly Economic Highlights

The Federal Open Market Committee (FOMC) meeting on Wednesday took center stage this week. As...

3/15 - Weekly Economic Highlights

3/15 - Weekly Economic Highlights

The Consumer Price Index (CPI) came in higher than expected in February, increasing 0.4%...

3/8 - Weekly Economic Highlights

3/8 - Weekly Economic Highlights

Bond market investors are analyzing Federal Reserve Chair Jerome Powell's recent testimony before...

3/1 - Weekly Economic Highlights

3/1 - Weekly Economic Highlights

This week featured a proliferation of Fed speakers, along with key inflation, manufacturing, and...

2/23 - Weekly Economic Highlights

2/23 - Weekly Economic Highlights

The significant repricing of Fed expectations continued this week, currently the market has...

2/16 - Weekly Economic Highlights

2/16 - Weekly Economic Highlights

The economic data released during the past week served as a stark reminder to investors the path to...

2/9 - Weekly Economic Highlights

2/9 - Weekly Economic Highlights

In a light week for economic releases, investor sentiment was dominated by Federal Reserve...

2/2 - Weekly Economic Highlights

2/2 - Weekly Economic Highlights

The week was dominated by employment-related data with market participants also focused on...

1/26 - Weekly Economic Highlights

1/26 - Weekly Economic Highlights

Economic releases this week continue to reflect the strength of the consumer, while restrictive...

1/19 - Weekly Economic Highlights

1/19 - Weekly Economic Highlights

US retail sales delivered a positive surprise, marking the strongest growth in three months. This...

1/12 - Weekly Economic Highlights

1/12 - Weekly Economic Highlights

Financial markets were focused on the release of inflation data this week inclusive of both the...

1/5 - Weekly Economic Highlights

1/5 - Weekly Economic Highlights

Starting off the new year, the December employment report exceeded expectations by adding 216,000...

12/29 - Weekly Economic Highlights

12/29 - Weekly Economic Highlights

Treasury yields continued to consolidate with rates ending the week marginally lower across all...

12/22 - Weekly Economic Highlights

12/22 - Weekly Economic Highlights

Financial market activity was dominated by the Federal Open Market Committee meeting this week. As...

12/15 - Weekly Economic Highlights

12/15 - Weekly Economic Highlights

Financial market activity was dominated by the Federal Open Market Committee meeting this week. As...

12/8 - Weekly Economic Highlights

12/8 - Weekly Economic Highlights

The week was dominated by employment-related data which continues to depict a cooling but...

12/1 - Weekly Economic Highlights

12/1 - Weekly Economic Highlights

Economic data released this week presented a mixed picture. The U.S. economy grew at an annualized...

11/17 - Weekly Economic Highlights

11/17 - Weekly Economic Highlights

The highly anticipated Consumer Price Index (CPI) inflation report for October was released on...

11/10 - Weekly Economic Highlights

11/10 - Weekly Economic Highlights

It was a light week for economic data. Nevertheless, the data reinforced the Chandler outlook of...

11/3 - Weekly Economic Highlights

11/3 - Weekly Economic Highlights

Longer-term interest rates moved lower, and the equity market turned positive on a week-over-week...

10/27 - Weekly Economic Highlights

10/27 - Weekly Economic Highlights

The US economy grew well above trend in Q3 2023, with a 4.9% increase in Gross Domestic Product...

10/20 - Weekly Economic Highlights

10/20 - Weekly Economic Highlights

US Treasury rates increased after substantial swings this week, and the curve became significantly...

10/13 - Weekly Economic Highlights

10/13 - Weekly Economic Highlights

The US Treasury market rallied this week in a flight to quality move that resulted from the tragic...

10/6 - Weekly Economic Highlights

10/6 - Weekly Economic Highlights

Inclusive of today’s stronger than expected labor report, the market digested a significant amount...

9/29 - Weekly Economic Highlights

9/29 - Weekly Economic Highlights

Longer term Treasury yields migrated higher on a week-over-week basis as market participants...

9/22 - Weekly Economic Highlights

9/22 - Weekly Economic Highlights

The Federal Reserve (Fed) opted to maintain its key policy rate, the federal funds rate, within the...

9/15 - Weekly Economic Highlights

9/15 - Weekly Economic Highlights

Economic data released this week provided the Federal Reserve with key information to digest before...

9/8 - Weekly Economic Highlights

9/8 - Weekly Economic Highlights

This holiday-shortened week saw heavy corporate bond issuance as bond market participants returned...

9/1 - Weekly Economic Highlights

9/1 - Weekly Economic Highlights

Inclusive of today’s jobs report, the market digested a significant amount of top-tier data this...

8/25 - Weekly Economic Highlights

8/25 - Weekly Economic Highlights

Treasury yields drifted higher over the course of the week as the light economic data released...

8/18 - Weekly Economic Highlights

8/18 - Weekly Economic Highlights

This week’s data continued to demonstrate resilience of the US consumer as Retail Sales beat...

8/11 - Weekly Economic Highlights

8/11 - Weekly Economic Highlights

This week's inflation data provided encouraging indications of moderating inflation trends. The...

8/4 - Weekly Economic Highlights

8/4 - Weekly Economic Highlights

On Wednesday, the US Treasury's credit rating was downgraded by Fitch, a nationally recognized...

7/28 - Weekly Economic Highlights

7/28 - Weekly Economic Highlights

As was widely anticipated, this week the Federal Open Market Committee (FOMC) voted unanimously to...

7/21 - Weekly Economic Highlights

7/21 - Weekly Economic Highlights

Economic data remained resilient this week, further solidifying the market’s expectation for...

7/14 - Weekly Economic Highlights

7/14 - Weekly Economic Highlights

This week, market participants were focused on inflation and associated implications for monetary...

7/7 - Weekly Economic Highlights

7/7 - Weekly Economic Highlights

The U.S. Bureau of Labor Statistics reported today that payrolls increased by 209,000 in June,...

6/30 - Weekly Economic Highlights

6/30 - Weekly Economic Highlights

On Wednesday Federal Reserve Chairman Jerome Powell at the ECB forum in Portugal signaled more...

6/23 - Weekly Economic Highlights

6/23 - Weekly Economic Highlights

This week, investors digested housing data which surprised to the upside. Total Housing Starts rose...

6/16 - Weekly Economic Highlights

6/16 - Weekly Economic Highlights

The Federal Open Market Committee (FOMC) met earlier this week and in a welcome development...

6/9 - Weekly Economic Highlights

6/9 - Weekly Economic Highlights

Markets breathed a collective sigh of relief this week following the passing and signing of the...

6/2 - Weekly Economic Highlights

6/2 - Weekly Economic Highlights

The US House and Senate successfully passed legislation this week to suspend the US debt ceiling...

5/26 - Weekly Economic Highlights

5/26 - Weekly Economic Highlights

Economic data released this week had to take a back seat to the headlines associated with the...

5/19 - Weekly Economic Highlights

5/19 - Weekly Economic Highlights

This week US Treasury yields rose as debt ceiling talks progressed and the bond market absorbed key...

5/12 - Weekly Economic Highlights

5/12 - Weekly Economic Highlights

Following last week’s Federal Open Market Committee Meeting on May 3rd the most anticipated...

5/05 - Weekly Economic Highlights

5/05 - Weekly Economic Highlights

This week market participants were focused on continued stress in the banking sector, the Federal...

4/28 - Weekly Economic Highlights

4/28 - Weekly Economic Highlights

Financial market participants digested a slew of economic data and corporate earnings this week...

4/21 - Weekly Economic Highlights

4/21 - Weekly Economic Highlights

Although economic data was fairly light this week, there was a full slate of speaking engagements...

4/14 - Weekly Economic Highlights

4/14 - Weekly Economic Highlights

Investors had a large amount of economic data to process this week, with the March Consumer Price...

4/07 - Weekly Economic Highlights

4/07 - Weekly Economic Highlights

The Chandler team has been calling for positive, but below trend growth, in the first half of 2023...

3/31 - Weekly Economic Highlights

3/31 - Weekly Economic Highlights

Financial market volatility eased as participants took a breather from the hectic pace that...

3/24 - Weekly Economic Highlights

3/24 - Weekly Economic Highlights

Market participants were highly focused on central bank activity around the world this week. The...

3/17 - Weekly Economic Highlights

3/17 - Weekly Economic Highlights

Economic data this week including top tier inflation data was overshadowed by Silicon Valley Bank...

3/10 - Weekly Economic Highlights

3/10 - Weekly Economic Highlights

US Nonfarm payroll employment rose by 311,000, beating expectations calling for a 225,000 increase...

3/03 - Weekly Economic Highlights

3/03 - Weekly Economic Highlights

Ten-Year and Thirty-Year Treasury notes traded with a yield in excess of 4% this week, moving back...

2/24 - Weekly Economic Highlights

2/24 - Weekly Economic Highlights

The market digested top-tier economic data this week along with a hawkish tone reflected in the...

2/17 - Weekly Economic Highlights

2/17 - Weekly Economic Highlights

This week’s top tier economic data focused on inflation both at the consumer and producer level....

2/10 - Weekly Economic Highlights

2/10 - Weekly Economic Highlights

Although economic data was relatively light this week, numerous members of the Federal Reserve...

2/03 - Weekly Economic Highlights

2/03 - Weekly Economic Highlights

This morning’s employment report surprised to the upside with 517,000 jobs added to the US economy...

1/27 - Weekly Economic Highlights

1/27 - Weekly Economic Highlights

Interest rates continue to trade in recently established ranges but did migrate higher over the...

1/20 - Weekly Economic Highlights

1/20 - Weekly Economic Highlights

Market volatility continued this week as investors digested softer economic data. The December...

1/13 - Weekly Economic Highlights

1/13 - Weekly Economic Highlights

Market participants focused on December’s Consumer Price Index (CPI) report this week. Headline CPI...

1/6 - Weekly Economic Highlights

1/6 - Weekly Economic Highlights

The U.S. economy added 223,000 jobs in December, slightly higher than market expectations of...

12/30 - Weekly Economic Highlights

12/30 - Weekly Economic Highlights

Although volume in financial markets was soft this holiday week, there were a few data releases...

12/23 - Weekly Economic Highlights

12/23 - Weekly Economic Highlights

In a surprise to markets, on Tuesday the Bank of Japan finally capitulated and adjusted their yield...

12/16 - Weekly Economic Highlights

12/16 - Weekly Economic Highlights

As expected at the December 14th meeting, the Federal Open Market Committee (FOMC) raised the fed...

12/09 - Weekly Economic Highlights

12/09 - Weekly Economic Highlights

Economic data releases were light and bond yields remained volatile this week as market...

12/02 - Weekly Economic Highlights

12/02 - Weekly Economic Highlights

The market received key updates on the state of the US economy this week; the November employment...

11/23 - Weekly Economic Highlights

11/23 - Weekly Economic Highlights

Economic data was light in this U.S. holiday-shortened week. Monday’s release of the Chicago Fed...

11/18 - Weekly Economic Highlights

11/18 - Weekly Economic Highlights

Recent inflation data releases from both the Consumer Price Index (CPI) and Producer Price Index...

11/04 - Weekly Economic Highlights

11/04 - Weekly Economic Highlights

As expected at the November 2nd meeting, the Federal Open Market Committee (FOMC) raised the fed...

10/28 - Weekly Economic Highlights

10/28 - Weekly Economic Highlights

Financial markets remain volatile as inflation data continues to point toward further increases in...

10/21 - Weekly Economic Highlights

10/21 - Weekly Economic Highlights

At the top of global news this week, the United Kingdom’s Prime Minister Liz Truss announced her...

10/14 - Weekly Economic Highlights

10/14 - Weekly Economic Highlights

The market digested key inflation data this week, starting out with the Producer Price Index (PPI)...

10/7 - Weekly Economic Highlights

10/7 - Weekly Economic Highlights

Multiple top-tier economic data released this week continues to suggest the growth backdrop for the...

9/30 - Weekly Economic Highlights

9/30 - Weekly Economic Highlights

Market volatility intensified this week as global central banks acted to maintain financial...

9/23 - Weekly Economic Highlights

9/23 - Weekly Economic Highlights

Global central banks continued increasing policy rates this week, following a 0.75% increase in the...

9/16 - Weekly Economic Highlights

9/16 - Weekly Economic Highlights

Economic data surprised the markets this week with a much stronger than expected Consumer Price...

9/9- Weekly Economic Highlights

9/9- Weekly Economic Highlights

The European Central Bank (ECB) raised interest rates by 0.75% for the first time in its history on...

9/2- Weekly Economic Highlights

9/2- Weekly Economic Highlights

Overall economic data released this week remain consistent with the moderating growth and inflation...

8/26- Weekly Economic Highlights

8/26- Weekly Economic Highlights

Global policy leaders met at the annual Jackson Hole Economic Symposium this week. Federal Reserve...

8/19- Weekly Economic Highlights

8/19- Weekly Economic Highlights

Federal Reserve officials continue to reiterate their resolve to increase the federal funds rate at...

8/12- Weekly Economic Highlights

8/12- Weekly Economic Highlights

Inflation reports this week indicated the possibility of easing price pressures with both the CPI...

8/5- Weekly Economic Highlights

8/5- Weekly Economic Highlights

The U.S. economy added 528,000 jobs in July, more than double market expectations of 250,000, and...

7/29- Weekly Economic Highlights

7/29- Weekly Economic Highlights

Tightening financial conditions and the year-to-date increase in interest rates continue to...

7/22- Weekly Economic Highlights

7/22- Weekly Economic Highlights

Corporate earnings season for 2Q22 is underway, with about 20% of the companies in the S&P 500...

7/15- Weekly Economic Highlights

7/15- Weekly Economic Highlights

The market received reports on inflation this week surpassing expectations, likely increasing the...

7/8- Weekly Economic Highlights

7/8- Weekly Economic Highlights

U.S. employers added more jobs in June than the consensus forecast of economists while the...

7/1- Weekly Economic Highlights

7/1- Weekly Economic Highlights

The market digested a wide range of key data this week about the health of the US economy, and it...

6/24- Weekly Economic Highlights

6/24- Weekly Economic Highlights

Economic data releases the past week was for the most part lackluster, with the Chicago National...

6/17- Weekly Economic Highlights

6/17- Weekly Economic Highlights

Market volatility escalated this week as the Federal Open Market Committee reacted to persistently...

6/10- Weekly Economic Highlights

6/10- Weekly Economic Highlights

Financial market participants continued to assess the impact of higher energy prices and new...

6/3- Weekly Economic Highlights

6/3- Weekly Economic Highlights

The market received a slightly better than expected employment report this morning, supportive of...

5/27- Weekly Economic Highlights

5/27- Weekly Economic Highlights

This morning the market digested updates on inflation and the health of the US consumer with the...

5/20- Weekly Economic Highlights

5/20- Weekly Economic Highlights

Market volatility remains elevated and the sought after ‘consolidation phase’ with more stable...

5/13- Weekly Economic Highlights

5/13- Weekly Economic Highlights

Market volatility continued this week as investors absorbed new inflation data and the prospect of...

5/6- Weekly Economic Highlights

5/6- Weekly Economic Highlights

Financial markets remained volatile this week after digesting the actions of the Federal Open...

4/29- Weekly Economic Highlights

4/29- Weekly Economic Highlights

US GDP unexpectedly declined at an annualized rate of 1.4% in the first quarter of 2022, coming off...

4/22- Weekly Economic Highlights

4/22- Weekly Economic Highlights

Elevated market volatility continued over the past two weeks and US Treasury rates moved...

4/8- Weekly Economic Highlights

4/8- Weekly Economic Highlights

Volatility across asset classes remains elevated as market participants continue to recalibrate...

4/1- Weekly Economic Highlights

4/1- Weekly Economic Highlights

This week featured a robust set of economic data supportive of a more restrictive Federal Reserve...

3/25- Weekly Economic Highlights

3/25- Weekly Economic Highlights

Financial markets were mixed this week as Treasury yields increased amid ongoing developments in...

3/18- Weekly Economic Highlights

3/18- Weekly Economic Highlights

The Federal Open Market Committee (FOMC) met this week and struck a hawkish tone. Fed Chair Powell...

3/11- Weekly Economic Highlights

3/11- Weekly Economic Highlights

Unfortunately, there was a continued escalation of hostilities in eastern Europe this week with...

3/4- Weekly Economic Highlights

3/4- Weekly Economic Highlights

Geopolitical risk and the escalating Russia invasion of Ukraine continues to heavily influence...

2/25- Weekly Economic Highlights

2/25- Weekly Economic Highlights

The reality and human tragedy of the Russian invasion into Ukraine increased volatility in the...

2/18- Weekly Economic Highlights

2/18- Weekly Economic Highlights

Market sentiment shifted this week to a risk-off mentality as the threat of a Russian invasion into...

2/11- Weekly Economic Highlights

2/11- Weekly Economic Highlights

U.S. consumer prices climbed more than expected in January as inflation hit highs not seen since...

2/4- Weekly Economic Highlights

2/4- Weekly Economic Highlights

The January employment report surprised to the upside today with US nonfarm payroll growth of...

1/28- Weekly Economic Highlights

1/28- Weekly Economic Highlights

An investment theme for the Chandler team going into 2022 centered around markets being at an...

1/21- Weekly Economic Highlights

1/21- Weekly Economic Highlights

Total housing starts were better than expected in December, up 1.4% to an annual pace of 1,702,000....

1/14- Weekly Economic Highlights

1/14- Weekly Economic Highlights

Inflation continues to run well above the Fed’s longer-run target of around 2.0%. The Consumer...

1/7- Weekly Economic Highlights

1/7- Weekly Economic Highlights

Job growth slowed in December, with US nonfarm payroll growth of just 199,000 in the month versus...

12/31- Weekly Economic Highlights

12/31- Weekly Economic Highlights

Inflation remains top of mind for financial market participants heading into the new year. The...

12/17- Weekly Economic Highlights

12/17- Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept the fed funds target rate unchanged this week, in a...

12/10- Weekly Economic Highlights

12/10- Weekly Economic Highlights

Consumer price inflation remained elevated in November, in line with expectations. The Consumer...

12/3- Weekly Economic Highlights

12/3- Weekly Economic Highlights

Job growth was weaker than expected in November, but the unemployment rate still declined four...

11/19- Weekly Economic Highlights

11/19- Weekly Economic Highlights

This week’s economic data was mostly favorable. Though high inflation, supply chain constraints,...

11/12– Weekly Economic Highlights

11/12– Weekly Economic Highlights

President Biden is expected to sign the Infrastructure Investment and Jobs Act on Monday, a $1...

11/5– Weekly Economic Highlights

11/5– Weekly Economic Highlights

The monthly nonfarm payrolls report was released this morning and the results were solid as the...

10/29– Weekly Economic Highlights

10/29– Weekly Economic Highlights

Real US gross domestic product (GDP) growth decelerated in the third quarter amid widespread supply...

10/22– Weekly Economic Highlights

10/22– Weekly Economic Highlights

The pace of economic growth appears to be moderating from a very high level, but the outlook for...

10/15– Weekly Economic Highlights

10/15– Weekly Economic Highlights

Minutes from the Federal Open Market Committee (FOMC) September meeting indicate that the potential...

10/8– Weekly Economic Highlights

10/8– Weekly Economic Highlights

Job growth was weaker than expected in September, but the unemployment rate fell below 5% for the...

10/1– Weekly Economic Highlights

10/1– Weekly Economic Highlights

Economic data remain somewhat mixed and we believe the ongoing health crisis and related supply...

9/24– Weekly Economic Highlights

9/24– Weekly Economic Highlights

As expected, the Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting...

9/17– Weekly Economic Highlights

9/17– Weekly Economic Highlights

Retail sales were stronger than expected in August, up 0.7% month-over-month versus expectations...

9/10– Weekly Economic Highlights

9/10– Weekly Economic Highlights

The Federal Reserve’s Beige Book report, prepared in advance of the upcoming Federal Open Market...

9/3– Weekly Economic Highlights

9/3– Weekly Economic Highlights

The impact of the Delta variant was evident across multiple economic indicators this week....

8/27– Weekly Economic Highlights

8/27– Weekly Economic Highlights

Fed Chair Jerome Powell delivered his speech at the Jackson Hole economic symposium this morning....

8/20– Weekly Economic Highlights

8/20– Weekly Economic Highlights

Retail sales were softer than expected in July, down 1.1% month-over-month. On a year-over-year...

8/13 – Weekly Economic Highlights

8/13 – Weekly Economic Highlights

While the US economic reopening theme continues, the path toward a full reopening of the economy...

8/6 – Weekly Economic Highlights

8/6 – Weekly Economic Highlights

Economic data released this week was solid, highlighted by this morning’s above consensus non-farm...

7/30– Weekly Economic Highlights

7/30– Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting this week....

7/23– Weekly Economic Highlights

7/23– Weekly Economic Highlights

This week’s housing data suggest that the housing market remains strong, underpinned by strong...

7/16– Weekly Economic Highlights

7/16– Weekly Economic Highlights

The Consumer Price Index (CPI) was up 5.4% year-over-year in June versus up 5.0% in May. Core CPI...

7/9– Weekly Economic Highlights

7/9– Weekly Economic Highlights

The economic calendar was light post the July 4th holiday with only three data releases of moderate...

7/2– Weekly Economic Highlights

7/2– Weekly Economic Highlights

Job growth was stronger than expected in June. U.S. nonfarm payrolls increased by 850,000, versus...

6/25– Weekly Economic Highlights

6/25– Weekly Economic Highlights

Economic data has been somewhat softer than expected in recent weeks. This week new home sales,...

6/18– Weekly Economic Highlights

6/18– Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at its meeting this week....

6/11– Weekly Economic Highlights

6/11– Weekly Economic Highlights

Consumer prices rose faster than expected in May. The Consumer Price Index (CPI) was up 5.0%...

6/4– Weekly Economic Highlights

6/4– Weekly Economic Highlights

Job growth was modestly below expectations in May. U.S. nonfarm payrolls increased by 559,000,...

5/28– Weekly Economic Highlights

5/28– Weekly Economic Highlights

The Federal Reserve's key inflation gauge was slightly higher than expected in April. The Personal...

5/21– Weekly Economic Highlights

5/21– Weekly Economic Highlights

The Conference Board’s Leading Economic Index (LEI) jumped 1.6% month-over-month in April (stronger...

5/14– Weekly Economic Highlights

5/14– Weekly Economic Highlights

Rising pricing pressure, which the Fed has been expecting, is starting to show up in the data. In...

5/7– Weekly Economic Highlights

5/7– Weekly Economic Highlights

The economy added far fewer jobs than expected in April. U.S. nonfarm payrolls increased by...

4/30– Weekly Economic Highlights

4/30– Weekly Economic Highlights

The Federal Open Market Committee kept their target fed funds rate and asset purchase program...

4/23– Weekly Economic Highlights

4/23– Weekly Economic Highlights

Optimism regarding the economic outlook is quite strong, with the consensus forecast calling for...

4/16– Weekly Economic Highlights

4/16– Weekly Economic Highlights

This week’s economic data were robust, affirming our view that economic activity is likely to...

4/9– Weekly Economic Highlights

4/9– Weekly Economic Highlights

According to the Centers for Disease Control and Prevention (CDC), more than a third of the US...

4/2– Weekly Economic Highlights

4/2– Weekly Economic Highlights

U.S. nonfarm payrolls were much stronger than expected in March, up 916,000, versus the Bloomberg...

3/26– Weekly Economic Highlights

3/26– Weekly Economic Highlights

Recent economic data have been somewhat disappointing. Severe winter weather across many parts of...

3/19– Weekly Economic Highlights

3/19– Weekly Economic Highlights

The Federal Open Market Committee kept monetary policy unchanged at their meeting this week as...

3/12– Weekly Economic Highlights

3/12– Weekly Economic Highlights

President Biden signed the $1.9 trillion fiscal relief plan yesterday, bringing the total amount of...

3/5– Weekly Economic Highlights

3/5– Weekly Economic Highlights

U.S. nonfarm payrolls were stronger than expected in February, up 379,000, versus the Bloomberg...

2/26– Weekly Economic Highlights

2/26– Weekly Economic Highlights

Treasury yields climbed this week, with the 10-year Treasury yield rising roughly 12 basis points...

2/19– Weekly Economic Highlights

2/19– Weekly Economic Highlights

Following a somewhat sluggish holiday shopping season, retail sales picked up in January assisted...

2/12– Weekly Economic Highlights

2/12– Weekly Economic Highlights

During a virtual presentation for the Economic Club of New York this week, Fed Chair Powell...

2/5– Weekly Economic Highlights

2/5– Weekly Economic Highlights

The labor market remained under pressure in January. U.S. nonfarm payrolls were up just 49,000 in...

1/29– Weekly Economic Highlights

1/29– Weekly Economic Highlights

The Federal Open Market Committee (FOMC) kept monetary policy unchanged at their meeting this week...

1/22– Weekly Economic Highlights

1/22– Weekly Economic Highlights

Housing market momentum remained solid heading into 2021. Total housing starts increased 5.8% in...

1/15– Weekly Economic Highlights

1/15– Weekly Economic Highlights

Retail sales momentum slowed during the holiday shopping season. On a year-over-year basis, retail...

1/8– Weekly Economic Highlights

1/8– Weekly Economic Highlights

U.S. nonfarm payrolls declined by 140,000 in December. It was the first monthly decline in nonfarm...

12/31– Weekly Economic Highlights

12/31– Weekly Economic Highlights

After several months of tense negotiations, Congress compromised on a $900 billion fiscal relief...

12/18– Weekly Economic Highlights

12/18– Weekly Economic Highlights

Recent economic data suggests that the economy has lost momentum as virus cases have risen. We...

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