Blog tagged as Inflation

What Did Yields, Equities, and Fed Expectations Reveal About Markets Heading Into Year-End?

22.12.25 04:25 PM - By Calisade Research - Comment(s)
What Did Yields, Equities, and Fed Expectations Reveal About Markets Heading Into Year-End?
A weekly market recap covering S&P 500 moves, Treasury yields, inflation data, labor trends, and what they signal for Fed policy heading into year-end.

How Did Equities and Treasury Yields React to the Fed’s December Decision?

16.12.25 05:13 AM - By Calisade Research - Comment(s)
How Did Equities and Treasury Yields React to the Fed’s December Decision?
Markets digested a Fed rate cut, hawkish signals, shifting Treasury yields, inflation data, and earnings as investors recalibrated risk heading into year-end.

Markets rose on Fed rate cuts and strong earnings but what's next for November?

03.11.25 03:17 PM - By Calisade Research - Comment(s)
Markets rose on Fed rate cuts and strong earnings but what's next for November?
Federal Reserve, rate cut, stock market, S&P 500, Nasdaq, earnings, inflation, liquidity, economic outlook, manufacturing data, jobs report, US economy, commodities, oil prices, gold prices, technology stocks, trade talks

Are We Really Approaching 2%? An exploration of why it feels (and actually is) higher for many

10.07.25 10:00 PM - By Cullen - Comment(s)
Are We Really Approaching 2%? An exploration of why it feels (and actually is) higher for many
Discover how inflation distorts real costs, impacts wealth inequality, and reshapes investment strategies. Learn where hidden risks lie—and how top investors shield assets in today’s sticky inflation landscape.