Rate cut chatter got an added boost this morning with the unexpected decline in PPI and core-PPI by -0.1% versus an anticipated increase of 0.3%. Continued failure to see tariff induced impacts to prices challenges the narrative that inflation will be increased from the tariff

CPI cam in as expected with YoY core at +3.1%. Not a disinflationary number by any means. Rates (10-Yr UST) quickly shot to test 4% threshold this morning - where the low closing level from April following Liberation Day was 3.99%. Below there is 3.87% low print from the next

My latest thoughts on the markets ahead of this week's FOMC rate decision. #rates #economy #FOMC

FOmC decision day with a 25 basis point cut to be widely expected. Rates have generally converged just above the 4% threshold ahead of this afternoon's announcement. Consolidation is to be expected ahead of the meeting. I expect any meaningful move below 4% to be short-lived as

What’s the Fed’s next move—and why does it matter? SWBC CIO Chris Brigati shares sharp insights on what it means for the markets. Click the links below to see his full insights: Reuters: reut.rs/4gqKqcu CNN: cnn.it/46D0vsl MarketWatch: on.mktw.net/3VScKej

Last week's market action following the FOMC announcement highlights the difference between overnight lending rates and longer duration instruments. 10-Yr Treasuries rose slightly following the 25 basis point cut. Click below for some brief thoughts on the news and the market's

It seems like every Fed official (along with their extended family) will be speaking today. I'm most interested to hear if Chair Powell walks back the "hawkish cut" narrative that arose following his characterization of last week's Fed decision as a "risk-management cut." Rates

Treasury rates continue to hover near key support/resistance levels with 10's anchored near 4.12%. After touching 6.26%, 30-Year mortgage rates edged higher following chatter from Fed speakers yesterday discussing concerns about stagflation, inflation, employment, and a more

Thank you to Erin Delmore with BBC News (World) for hosting me on today's show to discuss the latest Initial Jobless Claims report and the implications for the market on a better than expected figure. urldefense.com/v3/__https:/gr…$

Such an outcome was one of my predictions earlier this year. It just makes more sense and allows more flexibility in monetary policy.

I'm not sure what happened in my original post, but the link didn't seem to copy correctly. Trying again... Thank you to Erin Delmore with BBC News (World) for hosting me on yesterday's show to discuss the latest Initial Jobless Claims report and the implications for the market on a

After the Fed’s “hawkish cut,” markets jumped—rates rallied, equities surged, and the 10-Year rejected sub-4%. Christopher M. Brigati, SWBC CIO, shares why lower yields may not last and where traders could find opportunity. blog.swbc.com/investmenthub/…

Now that the government shutdown has occurred a few questions come to mind.... Notably a risk off trade was the initial reaction as equities were weaker overnight and gold caught a bid, oddly Treasuries were unchanged in overnight trading. How long will it last? The longer it

Attached are my thoughts from last week involving the market reaction to last week's government shutdown. #rates #inflation #jobs #economy #FederalReserve #governmentshutdown2025 #muniland blog.swbc.com/investmenthub/…

Below is a quick read on some thoughts from the markets activity last week as volatility and uncertainty resumed. Amidst the ongoing government shutdown markets continue to search for stable footing as unexpected impacts such as a resumption of trade tensions with China return.

After a little equity bounce yesterday, the risk off trade resumed today with S&P futures giving back all the gains in early trading. The bloom is coming off the rose for equities IMO, as overextended valuations and euphoria may be hitting a wall. China trade tensions and the

I'm thankful for the opportunity to join Katie Greifeld and Matt Miller yesterday on Bloomberg for a discussion on the strong equity market and the potential for a pullback. Bonds typically provide a safe haven during periods of distress, and with yields remaining attractive on

It was a pleasure to join Liz Claman yesterday on The Claman Countdown to talk about the markets, recent "noise" that can distract investors and some picks that can benefit from the Fed cutting environment we are now in. #economy #stocks #banks

I expect this to be well contained with the large banks relatively immune to the impacts of these relaxed lending standards. Counterparty credit concerns tend to diminish when the path for prosperity appears to be steadily upwards. Be wary of other shoes to drop in the space,