October inflation data provided relief to both equity and bond markets as confidence that the Fed has reached the terminal rate in the hiking cycle increased. In the upcoming holiday
Weekly Review & Outlook: November 13, 2023
Bank industry data providing more details on trends through the end of the 3rd quarter supported earlier findings of an industry overwhelmingly in a defensive posture as uncertainties secondary to
Weekly Review & Outlook: November 6, 2023
“I will say that we’re not confident at this time that we’ve reached such a stance. We’re not confident that we haven’t, we’re not confident that we have.†– Jay