Priceless Our first inflation prints of 2025 hit the wires this week and they were generally better than expected. The Consumer Price Index (CPI), which usually gets the most attention, came in close to estimates for headline data (including all items), and below estimates for the core measure (excluding food and energy). With investors’ renewed…Read more
Setting the Tone The year may have gotten off to a sleepy start, but things are set to heat up this week with the beginning of earnings season and inflation data. Big banks and other major financial institutions will kick things off as usual, providing investors with the first glimpse into how corporate America fared…Read more
Off to the Races Only eight days into the new year and things have already been exciting in markets… depending on your definition of exciting. The moves really began at the end of 2024 and have persisted since. Let’s start with Treasury yields. As of Wednesday, January 8, the 10-year Treasury yield is at 4.70%,…Read more
