The major inflation data reports have been released, and the initial readings indicate that inflation has exceeded expectations. While the data suggests that the Federal Reserve is unlikely to allow any further rate cuts beyond those already implemented, optimism remains in the broader lending markets. This optimism is driven by expectations that the new administration may introduce changes to monetary policy in the longer term. Although inflation has come in higher than expected, it remains to … [Read more...]

Last week's reports were plentiful, but few had a greater impact on the lending and broader markets. The most significant among them were the Nonfarm Payrolls, Consumer Credit, and Consumer Sentiment reports.  Currently, considerable movement within the government administration is contributing to widespread uncertainty and instability across various markets. Additionally, the recent outbreak of Avian Flu has driven poultry prices sharply higher, further adding to consumer unease. This … [Read more...]

Last week's reports were plentiful, but few had a greater impact on the lending and broader markets. The most significant among them were the Nonfarm Payrolls, Consumer Credit, and Consumer Sentiment reports.  Currently, considerable movement within the government administration is contributing to widespread uncertainty and instability across various markets. Additionally, the recent outbreak of Avian Flu has driven poultry prices sharply higher, further adding to consumer unease. This … [Read more...]

The previous week’s reins were held by the Federal Reserve’s Rate Decision and also the preferred inflation indicator, the PCE Index. With the PCE Index coming in well above the Federal Reserve’s 2% target, it suggests that rate cuts may be postponed much longer this year than initially anticipated. Looking ahead, the upcoming week features the CPI and PPI inflation data reports, making for a busy schedule. However, this week’s reports are relatively limited in terms of … [Read more...]