◀ The Principal Blog

Posts from the ‘Portfolio Management’ category

Inflation: Is there Something Strange Happening Here?



The March Federal Open Market Committee (FOMC) meeting had a decidedly dovish tone. The expected interest rate path was cut, with the FOMC expecting to raise the fed funds rate twice this year as compared to four times in December. The median forecasts for GDP and headline inflation (including food…

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March Jobs Report Beat Expectations



The March jobs report came out on Friday, April 1, 2016. The report showed that 215,000 jobs were added in March, beating expectations of 205,000. The unemployment rate ticked up to 5.0% but that appears to be a positive indication due to the increase in the labor participation rate, which edged up…

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