The FOMC’s September Summary of Economic Projections (SEP) continued to signal one more quarter-point rate hike in 2023, raised the 2024 to 2025 policy path 50bps compared to the J...
A Peak in Rates or a Plateau?
How History Has Rhymed…on Yields and Inflation
Data to Watch: Momentum and Breadth of Inflation Moderation
Lifting the Hood on the Treasury Yield Backup
Could Higher Bank Stocks Support a Stabilization of Mortgage Rates?
Easy, Neutral, Restrictive, or Sufficiently Restrictive?
“Passive Tightening” Ahead + Recession Calls Get Reset
Life In Office – It’s Not All Bad
Will Credit Crunch, Squeeze, or Sneeze?
Cross Signals from Housing - New Home Sales & Home Prices Strong, Population Mobility Low
Eye on the Fed: Hike, Skip, Pause? Looking to June 14 and Beyond