The Fed delivered the dovish message for markets to extend rallies in equities and Treasuries. With limited macro news between now and year end, my expectation is for markets to
Weekly Review & Outlook: December 11, 2023
The last remaining major macroeconomic updates of 2023 are on tap for this week. Focus is squarely on the November Consumer Price Index (CPI) report and the final Federal Open
Weekly Review & Outlook: December 4, 2023
Additional October inflation data supported the earlier moderating inflation readings while PMI data suggest sluggish below long term trend economic growth. Consensus opinion that the Fed has reached its cycle