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Our mission is to provide sophisticated financial market analysis that is independent, accessible, and actionable for a broad public and private sector audience. We are seeking to widen and deepen the communication channels between the policy community and global financial markets, thereby facilitating more informed policymaking and allocation of public and private resources.
Summary and Price Action Rundown Global risk assets are tentatively higher this morning as corporate earnings reporting season kicks off in earnest today with megabank results, while investors await more key US economic data tomorrow. S&P 500 futures point to slightly higher open after the index rose 0.3% yesterday, posting … Continue reading “Morning Markets Brief – Nuanced Start to Earnings Season While Treasuries Take Inflation Data in Stride”
All eyes are on the Federal Reserve Meeting, while 1Q earnings season continues. Treasury yields remain steady while inflation concern continue to fester. Finally, Bitcoin volatility returns after hitting all-time highs.
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Summary and Price Action Rundown US equities were mostly higher today as Treasuries rallied amid today’s key inflation data and adverse Covid-19 vaccine news, while investors await tomorrow’s unofficial start to first quarter earnings reporting. The S&P 500 rose 0.3% today, posting a new record high and upping year-to-date gains … Continue reading “Afternoon Markets Brief – Equities Gain as Treasuries Take Inflation Data in Stride and Rally on Bad Vaccine News”
Millions of pandemic-weary Americans are already eagerly looking forward to their vacations in July and August, but there is one summer getaway on the calendar that market participants are eyeing warily – the Federal Reserve’s late August Economic Symposium in Jackson Hole, Wyoming. Last year, the virtual version of the … Continue reading “Looking Ahead – Home on the Range”
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