Labor Market Holds Firm as Inflation Runs Below Forecasts and Factories Keep Expanding
In September jobless claims fell and healthy demand sustains in consumer spending and manufacturing.
Rising Yields Test Markets as Growth and Earnings Provide Support
Upward pressure on yields continues as global business activity stays firm and the broader labor market remains balanced.
Fed Lifts Rates as Bond Yields Touch Multi-Year Highs and Layoffs Stay Low
The Fed raised rates, bond yields neared 5%, and low layoffs reinforced the economy’s resilience.
Oil Prices Climb on Middle East Tensions as Wholesale Inflation Firms
Two Markets, One Economy: What August Told Us About Stocks, Bonds, and the Cost of Capital
Rising Yields Test Borrowers as Labor and Productivity Data Hold Steady
Steady Labor Market Meets Sticky Inflation as Consumers Turn Cautious
Rate Pause Continues as Solid Growth and Stubborn Inflation Pull in Opposite Directions
Inflation Eases in July as Retail Sales Post Sharpest Decline Since 2025
July's Consumer Price Index rose modestly, meeting expectations, with a key underlying measure falling below the Federal Reserve's 2% annual target for the first time since late 2025.