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
The 3rd quarter closed right on schedule despite the seeming surprise of its arrival among some newsmakers. Important updates in the week included the latest Personal Consumption Expenditures (PCE) data.
Equity and bond markets both slumped last week as macro data on a whole was slightly better than expected. The “bad news is good news” script from the prior week
Macroeconomic data in the week continues to show a slowing economy and in-line inflation data. A “bad news is good news” market response took shape with equities and Treasuries both