Inflation
As the calendar turns to January 2, 2026, the global financial markets are grappling with a reality few predicted during the "soft landing" optimism of years past: the "inflation trade" is not only alive but has become the structural backbone of the current investment regime. Despite
US Treasury
The new year has arrived with a jolt for the fixed-income markets, as a massive sell-off in U.S. Treasury bonds sent yields surging to their highest levels in months. As of January 2, 2026, the benchmark 10-year Treasury yield has spiked toward 4.35%, a sharp climb from the
Federal Reserve
As the calendar turns to January 1, 2026, the American financial landscape finds itself at a pivotal crossroads. After a tumultuous two-year journey of aggressive tightening followed by a cautious easing cycle throughout 2025, the Federal Reserve has entered the new year with the federal funds rate sitting at a
2026 economy
As the sun sets on 2025, the American economy presents a baffling paradox that has left both Wall Street and Main Street in a state of cognitive dissonance. On paper, the United States is entering 2026 in the midst of a "Jobless Boom"—a period of robust GDP
Federal Reserve
The financial landscape shifted significantly on the morning of December 18, 2025, as the Bureau of Labor Statistics released a Consumer Price Index (CPI) report that came in cooler than even the most optimistic Wall Street forecasts. With headline inflation rising just 2.7% annually—down from the 3.0%
Federal Reserve
The Federal Reserve concluded its pivotal December 9-10, 2025, meeting with markets bracing for an anticipated 25-basis-point interest rate cut. This widely expected move marks a significant moment in the Fed's monetary policy trajectory, with profound implications for borrowing costs, inflation, and economic growth in the coming year.