Baker Market Update

Thursday’s reading of the Consumer Price Index (CPI) showed disinflation is back in the rotation for the first time since the onset of the pandemic.…

Although we had a truncated week with the 4th of July holiday, there was plenty of market news on the economic calendar. As of the…

Treasury yields fell this morning as an inflation print that hit all its marks bolstered rate cut bets. The news was a welcome antidote to…

Treasury yields are set to end the week sharply lower after a volatile week, fueled by big data releases and a particularly important Fed meeting.…

Happy Jobs Friday, everyone! As I sit here and wait for the stock market to open, I’m interested to see if a man who goes…

Markets are opening green across the board this morning as welcome news on the inflation front has traders upbeat this last day of May. Personal…

With little on the data-front but second-tier economic releases, much of this week’s attention focused on Fed speakers and minutes from the April 30-May 1…

This week’s economic calendar offered plenty of potential for market volatility, however, market yields remained fairly stable with headline numbers staying in-line with analyst expectations.…

This week has been fairly quiet on the data front, enough to bring comments from this week’s round Fed speakers even more into the spotlight.…

Happy Jobs Friday, everyone! It has been an exciting week here in Oklahoma City as our hometown Thunder swept the New Orleans Pelicans to win…

This morning’s hotly anticipated inflation report seems to have markets focused on the silver lining. Although March’s Personal Consumption Expenditure (PCE) reading was strong, it…

Bond yields have been back-and-forth this week as markets work to digest an inflationary Retail Sales number with a potentially escalating situation between Israel and…

If the Fed’s job of engineering a “soft landing” for the U.S. economy wasn’t difficult enough, it just got a little trickier this week, potentially…

Happy Jobs Friday everyone! Investors were uneasy this week after recent economic data and comments from Minneapolis Federal Reserve President, Neel Kashkari, suggested that interest…

Happy Thursday Everyone! This week’s edition of Baker Market Update comes to you a day earlier than normal, due to our offices and the markets…

All eyes were on the FOMC meeting this week that took place March 19-20. Following the two-day policy meeting, the central bank’s rate-setting Federal Open…

Markets appear to be stabilizing this morning after a week of volatility. Yesterday’s hotter than expected Producer Price Index (PPI) print was read as weakening…

A full week of jobs data and congressional testimony from Fed Chairman Jerome Powell gave markets much to digest this week. Powell delivered the Federal…

Happy Friday, everyone! It is March 1st already and the rule of thumb is that the jobs report comes out the “First Friday of the…

This was a fairly quiet week in the bond market with very little economic data to move markets. The only noteworthy data points for the…