
CPI Inflation Muted in January
Core CPI increased by 0.295% in January, slightly below consensus expectations. The release was consistent with our broader inflation outlook for 2026 and does

Core CPI increased by 0.295% in January, slightly below consensus expectations. The release was consistent with our broader inflation outlook for 2026 and does

There will be a lot of frustrated bachelors in China this weekend (yes, China increasingly celebrates Western Valentine’s Day along with a host of

Like an Olympic skier recovering after a near crash, the labor market has regained its footing. Nonfarm payrolls increased by 130,000 in January, the
as an institutional asset manager
under management
employees
$298 billion in physical assets + $172 billion in derivatives notional value as of 12/31/2025.
David G. Eichhorn, CFA
Chief Executive Officer and Head of Investment Strategies
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