Baker Market Update

We started off the week with some PPI talk, then moved on through the week with CPI expectations, retail sales numbers, initial jobless claims, and…

Somewhat of an eventful week with trade deficit talk, jobless claims, the mourning of Jimmy Carter, and unemployment numbers. The US trade deficit widened in…

For an odd week that started out in one year and ended in the next, markets have been relatively calm. 2025 is kicking off similar…

It was a slow week for economic data with markets being closed for the Christmas Holiday, and with little data being reported, volatility was muted…

As the late and great Andy Williams said, “It’s the most wonderful time of the year”! What is better than gathering with people you enjoy,…

Treasury yields and the stock market are inching higher this morning driven by general optimism as we near year end; especially in the wake of…

“To cut rate or not to cut rates…that is thy question.” My high school literature teacher would be proud of my attempt to blend classic…

Bond yields continued their recent move lower this morning despite there being no “new” economic news following the Thanksgiving holiday. This could be due to…

With a light data docket this week, much of the trading activity has been dominated by geopolitical rumblings abroad and speculation about the dynamics of…

It was a short week for economic news due to the Veterans Day holiday on Monday. A special thank you to all the Veterans who…

Donald Trump’s victory in the 2024 US Presidential election ripped through global markets on Wednesday, with US stock futures rallying, treasury yields jumping, and the…

We end this dizzying, event-packed week with news this morning that the US economy added just 12k jobs in October, well short of the 100k…

The last full week of October appears set to end relatively quietly after a somewhat volatile week. The anxious pre-election climb in Treasury yields that…

Welcome back to another weekly market update by yours truly, Rachel. We are still seeing the aftermath of the destruction that was caused by hurricanes…

FOMC Minutes, CPI numbers, Jobless Claims, and Hurricanes – oh my! It’s been an interesting week in the bond market to say the least. We…

Bond yields are sharply higher this morning on news that US hiring toped all estimates in the month of September and the odds of another…

Good news this morning on the inflation front to end the last full week of the quarter. The Fed’s preferred measure of inflation, the Personal…

Is it ridiculous of me to say that the anticipation leading up to this weeks FOMC meeting had me feeling like a kid on Christmas…

This week we received a litany of important data on inflation, consumer credit and consumer sentiment just to name a few. Yet it feels somewhat…

The question on everyone’s mind lately has been “When will the Fed cut rates?” This question seems to have been answered over the last month…