Baker Market Update

  This week, all eyes were on the other half of the Fed’s dual mandate, inflation or price stability, after last week’s labor market data…

This week’s labor market data can be summed up in a single headline, Rate Cuts Are Coming. This morning’s dismal employment report capped a week…

The final week of August left markets whipsawed between dovish signals from the Federal Reserve and rising political risk around its independence. Fed Governor Christopher…

Despite a lighter than usual schedule of data releases, this week’s economic indicators continued to reflect the mixed narrative of an economy showing signs of…

Markets spent much of the week in full-throttle risk-on mode, powered by growing conviction that the Fed is preparing to deliver rate cuts before year-end.…