Our Blog

1. The stock and bond markets reacted positively to the latest inflation (CPI) report for September.   Released on October 10, the latest CPI report showed that inflation continues to moderate, but certain areas remain persistent. Headline inflation dropped to 2.3% year-over-year, [...]

1. The Fed is watching the weather and Fed Chair Powell is contemplating a 50bps cut in November.   U.S. was recently struck by two significant hurricanes, Helene and Milton, which caused extensive damage. Hurricane Helene made landfall in northern Florida in [...]

1. In his most recent weekly article titled "The Budget Blowout," Brian Wesbury of First Trust highlights the alarming growth of the U.S. federal budget deficit, which reached $1.9 trillion in 2024, accounting for 6.7% of GDP.  He compares this deficit [...]

  1. The Federal Reserve's decision to cut interest rates by 50 basis points (bps), as anticipated, reflects Chairman Jay Powell's proactive strategy to support the overall health of the U.S. economy.  This preemptive measure is aimed at maintaining economic stability [...]

1. The most recent CPI report disappointed investors and traders for a couple of key reasons.  Although overall inflation has been moderating, with the year-over-year CPI increasing by 2.5%, the monthly core inflation (which excludes food and energy) rose 0.3%—slightly higher [...]