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May 13, 2026
CPI inflation printed above expectations for the month of April. The figure was biased higher by a statistical quirk dating back to the government shutdown, and there are good reasons to believe the underlying inflation trend is lower than recent readings suggest. Nevertheless, headline inflation at 3.78% y/y presents a challenging backdrop as Kevin Warsh advances through the confirmation process…
May 1, 2026
Equities rose, Treasuries sold off, and credit spreads tightened despite the lack of any apparent resolution to the conflict in the Middle East. The month concluded with plenty of intrigue surrounding Jerome Powell’s final FOMC meeting as Chairman.
April 24, 2026
Watch the webinar discussion between David Eichhorn and Stephen Douglass as they share NISA’s thoughts on Q1 economic and market highlights and look ahead.
April 8, 2026
NISA’s Pension Risk Transfer (PRT) Credit Risk Monitor is a market-based measure of the relative credit risk of common PRT annuity providers (“insurers”) designed to assist fiduciaries in identifying a “safest annuity available” PRT provider as required by the Department of Labor’s Interpretive Bulletin 95-1.
April 8, 2026
The Pension Surplus Risk Index (PSRX®) rose to 6.5%, as equity and rate volatility increased.
