Latest Updates: Market Impact of the War in Ukraine
By Scott McIntyre, CFA
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Economic Commentary

Latest Insights

Mortgage Borrowers Lose Ground to Cash Buyers

This morning, total mortgage applications dropped for the 10th time in the last 11 weeks as fast rising mortgage rates...

Retail Sales Indicate Underlying Weakness, but Central Bank Comments Push Yields Higher

Overall retail sales climbed a seasonally-adjusted +0.5% in March, just below the +0.6% median forecast. The headline miss was mitigated...

Markets Rally as Inflation Meets Expectations

Headline consumer inflation reached a fresh four-decade high in March, prompting an odd rally in both stocks and bonds. The...

Economic Summary – Q1 2022

The first quarter of 2022 showed (yet again) just how quickly the economy can turn. Fourth quarter GDP rose by...

FOMC Minutes Signal Balance Sheet Reduction Next Month

The minutes to the March FOMC were expected to reveal committee discussion on the timing and magnitude of the Fed’s...

ISM Survey Shows Service Sector Improvement

This morning, the ISM non-manufacturing index for March indicated the U.S. service sector is growing more optimistic after a sharp...

Another Solid Jobs Report Keeps Fed on Aggressive Path

U.S. companies added +431k jobs in March, while upward revisions increased the January/February count by an additional +95k. Although March...

Reviewing a Flood of Stale Data

Admittedly, events in Ukraine continue to direct the financial markets. Economic releases (especially the stale ones) come with an asterisk...

Fed Hawks Scream and Yields Climb as Crude Soars

In the weeks leading up to last week’s FOMC meeting, the spotlight was on the most hawkish of Fed members,...

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