4 Mar 2021

Higher Inflation on the Horizon?

As the Senate prepares to move ahead this week with President Biden's economic stimulus/coronavirus relief, anxieties about inflation prompted a bond sell off this past week bringing yields more or less back to where they were a year ago, prompting us to ask two questions: Is higher inflation on the horizon? And will we see more bond-market scares this year?
18 Feb 2021
Shelby McQuay

Consumer Sentiment Conflicts with Economic Expectations

With consumer sentiment conflicting economists' expectations for 2021, all eyes are on Washington to see how quickly a COVID-19 relief package can stimulate the economy.
3 Feb 2021

Another COVID-19 Relief Bill?

Take a look at how U.S. Treasury yields have trended recently, the next proposed Covid-19 relief bill and its potential impacts, recent trends in urban housing and potential impact on municipal budgets.
6 Jan 2021
Greg Johnson

Highlighting the Start of a New Year

With the official start of the 117th Congress this week, we highlight some of the legislative proposals in the area of public finance that may be revisited and how they can impact issuers.
17 Dec 2020
Shelby McQuay

Overview of New Year Expectations

A preview of state government budget discussions while consumers weigh in on the outlook and economists predict the Federal Reserve's direction in the upcoming year.
2 Dec 2020

The Next Administration

On Monday, President-Elect Joe Biden announced former Federal Reserve Chair, Janet Yellen, will be his pick for the next Secretary of the Treasury. If confirmed, Yellen would be the first female to take the job.
13 Nov 2020

Post-Election Market Overview

We salute our veterans as markets pause this week in recognition of Veteran's Day. In this edition of Ehlers Market Commentary we discuss post-election implications and reflect on news of a potential COVID-19 vaccine.
30 Oct 2020
Brian Reilly, CFA

COVID Resurgence and Uncertainty a Volatile Mix for Global Financial Markets

Elections in the United States and a global resurgence in COVID have presented tremendous uncertainty to investors the last two weeks.
13 Oct 2020
Greg Johnson

Fiscal Policy and Stimulus Remain a Key Focal Point

Expect the debate over fiscal policy and direct stimulus tools to remain at the forefront of the response to the pandemic both domestically and abroad.
29 Sep 2020
Shelby McQuay

Change is in the Air

Economic indicators suggest growth and momentum, though still moving in a generally positive direction, has slowed and the economic rebound of summer may have lost some of its prior pace.