04 2026 September
Oops, BLS Does It Again
August Employment Report Beats Expectations Well, the Bureau of Labor Statistics (BLS) did it again to us on Friday, releasing an August Employment Report that...
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28 2026 August
Warsh Dumps Water on Rate Cut Hopes
Rate-Cut Hopes Fade Rate markets didn’t love what the Federal Reserve (Fed) Chairman Kevin Warsh had to say during his speech at the Jackson Hole...
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21 2026 August
Rates at Yearly Highs: Where Will They Go from Here?
Market Overview With Rates Near Yearly Highs The week ended with rates at almost the highest point in the past 12 months. Despite the recent soft...
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14 2026 August
Inflation is Rosy for Rates
Fed Hikes Increasingly Unlikely Last week’s weak Jobs report helped mortgage rates and this week’s inflation reports continued to help. The argument for the Federal...
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07 2026 August
Jobs Reports Shows Weakness
Weekly Labor Data Roundup This week, we saw several important economic reports that showed evidence of weakness in the job market. This is likely to...
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31 2026 July
Fed Holds Rates Steady but Several Members Dissent
Fed Decision & Market Impact The July Federal Reserve (Fed) meeting concluded this week with the decision to leave the benchmark Fed Funds Rate unchanged....
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24 2026 July
Bonds Hit Worst Level Since July of 2025
Geopolitical Tensions Drive Rates Higher This was a quiet news week. In the absence of major economic news, markets focused on geopolitical turmoil instead. Last Thursday,...
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17 2026 July
Inflation Reports Show Improvement, but Will It Last?
Inflation Eases, But Risks Remain Mortgage rates generally improved after last week’s sharp increase. Much of the improvement is due to the Consumer Price Index...
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10 2026 July
The Fed is Making Changes
Fed Task Forces Could Move Rates The Federal Reserve (Fed) announced on July 9 the creation of five task forces to modernize the Fed and...
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