Latest Updates: Market Impact of the War in Ukraine
By Scott McIntyre, CFA

Economic Commentary

Economic news and data drive Fed interest rate policy and financial market movement. The problem for many investors is sorting through the massive volume of news and numbers to separate the critical information from the noise. Our economic commentaries provide clear explanation of key events in layman’s terms, as well as regular interest rate updates.
March 04 , 2022

Strong February Employment Clears the Deck for Fed Liftoff

Nonfarm payrolls rose by +678k in February, the biggest single month increase since July, while revisions to December and January added another +92k....

February 23 , 2022

Thoughts on Ukraine

This weeks’ economic reports are mostly of the minor league variety. With the global economy and the financial markets being so uncertain,...

February 18 , 2022

Market Attention Turns to Fed Talk and Mounting Ukraine Threat

This morning, Chicago Fed President Charles Evans, speaking at the U.S. Monetary Policy Forum in New York made headlines when he said “the current...

February 16 , 2022

Consumers Spend Big Despite Soaring Prices

January retail sales surprised to the upside, nearly doubling forecasts with an enormous +3.8% month-over-month gain, a sharp rebound from the...

February 14 , 2022

Bullard Doubles Down

Last week after the market-shaking CPI report, St. Louis Fed President James Bullard announced that he favored 100 basis points of rate increase...

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