Market Week: April 18, 2022

While consumer prices were certainly very hot in March (Headline CPI +1.2% m/m, +8.5% y/y), they were no worse than feared.

Market Week: April 11, 2022

Food inflation is regressive since lower-income households spend more on food as a share of total spending than higher-income households…

Market Week: April 4, 2022

The week in review Unemployment rate fell to 3.6% Hourly earnings: +5.6% y/y; +0.4% m/m The week ahead Durable orders Light vehicle sales Services PMI Thought of the week Asset class returns in 1Q22 were impacted by heightened geopolitical tensions, tighter monetary...