The Advisor: ALM Strategy

Addressing the “Higher for Longer” Rate Environment for the Balance of 2024 Now that we are officially in the ‘higher for longer’ operating environment, how does that impact the balance sheet strategy for the remainder of 2024? Are there tactics that can be implemented in the short term to mitigate the impact of continued higher…

Consumer Price Index

U.S. inflation registered in at 3.0% year over year increase in June, a decrease of .3% from the month of May and was .1% below consensus. While the month over month Consumer Price Index increase came in at -.1%, this continues to keep rate cuts in play for the September meeting. Recent data on household…