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Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: The rally in risk assets continued despite high inflation and a more hawkish Fed as other economic news was

Rates Yesterday, the FOMC voted to keep the Fed Funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected, and the committee members voted unanimously in favor of the action. Forward guidance on monetary policy now indicates that rate hikes could come as soon as

Background The movement of currencies is a reflection on the conditions of one country relative to another. Whether one country’s outlook is rosier than another depends on three main factors: relative interest rates, inflation, and economic growth. This is all worth paying attention to because it can greatly affect investment

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: The month of May saw significantly higher than expected US inflation results as well as an underwhelming jobs report.

Background While inflation has not been a meaningful factor since the 1980s, rising inflation expectations could result in negative impacts to investors as a result of diminishing real returns. Now is a good time to assess portfolio positioning and review how real assets can help protect against rising prices. Inflation

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: April was another strong month for risk assets as US Economic data continues to improve, including accelerating GDP growth,

Rates Today the FOMC voted to keep the Fed Funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected, and the committee members voted unanimously in favor of the action. Inflation Language around the Fed’s average inflation-targeting approach remained unchanged from recent meetings, again noting

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Risk assets outperformed in March and consumer sentiment rose sharply amid continued vaccine distribution and optimism around the economic