Financial News
What We’re Reading
December 19, 2025
Commentary & analysis of selected stories on December 19, 2025
Commentary & analysis of selected stories on December 19, 2025
Inflation came in lower than even the lowest forecasts, but there are some questions surrounding the BLS handling of missing October data.
Commentary & analysis of selected stories on December 18, 2025
Given the state of markets, inflation, and the economy, the 10-year yield should be almost 100 basis points lower.
Commentary & analysis of selected stories on December 17, 2025
Join us Thursday, December 18, for our next conference call discussing the Fed's balancing of the dual mandate.
The birth-death model is likely overstating job creation, leading Powell to suggest payrolls might actually be contracting by 20k jobs per month since March.
Commentary & analysis of selected stories on December 16, 2025