
30 2025 August
PCE Continues Rate Cut Expectations
PCE Inflation in Line with Forecasts Friday’s Personal Consumption Expenditures (PCE) report for July came in as the market expected. The headline inflation showed a...
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23 2025 August
Powell Changes His Tune
Powell Signals Possible Rate Cuts Friday’s much-anticipated speech from Federal Reserve (Fed) Chairman Jerome Powell was the long-awaited signal that markets have been waiting for....
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16 2025 August
Rates Hold the Line
Mortgage Rates Hold Recent Lows After last week’s reality check with the Jobs report, mortgage rates improved and held their lows this week. There was normal...
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09 2025 August
Changes Happening at the BLS
BLS Leadership Shake-Up Raises Concerns After this commentary was published last week, breaking news came out announcing that the President had fired the head of...
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02 2025 August
Action-Packed Week
With a complete change from the prior two weeks, this week was full of important economic news that moved rates. We ended the week significantly...
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26 2025 July
Fed vs Trump
Trump and Powell’s Meeting Signals Tension The war of words between President Trump and Federal Reserve (Fed) Chairman Jerome Powell over the Fed’s hesitancy to...
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19 2025 July
Where is the Tariff Inflation?
There was additional tariff news this week with an announcement of 30% tariffs on Mexico and the EU. August 1st has become the new effective date...
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12 2025 July
Quiet Week for Rates
At the time of writing this update on 7/11 Day, it is interesting to note that 7/11 is an iconic American brand that began in...
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05 2025 July
Seasonal Adjustments Derails Rates
Last week may have been holiday-shortened, but it had several important economic reports. Most of the reports showed a weakening economy and continued to push...
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