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Published on September 4, 2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets Lean Into a September Fed Rate Cut
September 4, 2025
Markets rallied in August as hopes for a September Fed rate cut boosted equities, small caps, and income-oriented fixed income sectors, though risks of inflation and valuation excess remain.
Unemployment Insurance Weekly Claims Report
September 4, 2025
In the week ending August 30, the advance figure for seasonally adjusted initial claims was 237,000, an increase of 8,000 from the previous week's unrevised level of 229,000. The 4-week moving average was 231,000, an increase of 2,500 from the previous week's unrevised average of 228,500.