May 2023

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Yields on one-month T-bills are about the highest since at least 2001 on debt-ceiling concerns: pic.twitter.com/Vc02k8xnE0 — Lisa Abramowicz (@lisaabramowicz1) May 16, 2023 At this pace... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance We have a 4-handle…Apr CPI was slightly cooler than expectations at 4.9% y/y vs. 5.0% est. Important piece is that Core Services ex-Shelter ("Supercore") was responsible... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance US economy is losing steam: The US GDP grew 1.1% in Q1 2023 ann, slower than the expected 1.9% & slower than previous quarter (2.6%). The... Read More →