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Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

Slow and Unsteady

Following last week’s strong unemployment report, this week investors breathed a sigh of relief after the Consumer Price Index indicated continued progress on inflation — though that progress remains short of the goal. We discuss the latest data, Q4 earnings and more in this Weekly Five.

  1. What do this week’s PPI and CPI releases tell us about the trajectory of inflation?
  2. How did the relatively benign inflation releases affect the U.S. Treasury yield curve?
  3. How might the tragic wildfire events in California impact the inflation and growth outlook for the U.S.?
  4. Can you comment on the likely impact of the California wildfires on public finances, and seeking to mitigate investment risks in municipal bond portfolios?
  5. As earnings season gets underway, what is the broad outlook for corporate fundamentals in 2025?
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Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

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