Economic Commentary - HilltopSecurities

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Economic Commentary

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Rates on Hold as the Powell Era Ends

The Federal Reserve held the federal funds rate steady today at 3.50%–3.75% at Jerome Powell’s final meeting as Fed Chair....

DOJ Fed Investigation Abruptly Dropped

Jeanine Pirro, the U.S. Attorney for the District of Columbia, announced today that the Justice Department will end its controversial...

Gas Prices and Broad Spending Lift March Retail Sales

Today the U.S. Census Bureau reported stronger-than-expected retail sales for March, with headline sales rising 1.7% month over month, beating...

Growing Private Credit Concerns

Since the 2008 Great Financial Crisis, banks have faced higher capital and liquidity constraints. One outcome has been a rise...

Less Warm March PPI Grants Temporary Market Relief

Wholesale prices were surprisingly tame in March as the headline producer price index (PPI) rose just +0.5%, well below the...

Consumer Prices Surge in March

Investors expected an ugly CPI report for March, and the BLS delivered, reporting the biggest single monthly increase since June...

Economic Summary – Q1 2026

The U.S. economy entered 2026 with momentum appearing to slow, although business spending (driven by A.I. infrastructure investment) and consumer...

Payrolls Score Solid Bounce Back in March

U.S. companies added +178k jobs last month, well above the +65k median forecast. At the same time, the February payroll...

It’s Deja Vu All Over Again as President’s Speech Sends Crude Oil Skyrocketing

The financial markets had struck an optimistic tone the past two days in anticipation of President Trump’s prime time speech...

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