Evening Briefs

Inflation Expectations Stay Anchored, but Consumer Financial Confidence Weakens — Evening Brief – 12.08.25 

By Joe Palmisano | December 08, 2025 U.S. consumers continue to expect inflation to moderate gradually, but their confidence in their ow...Read more

Core PCE Inflation Cools to 2.8% as Household Spending Loses Steam — Evening Brief – 12.05.25 

By Joe Palmisano | December 05, 2025 Core inflation eased further in September, reinforcing expectations that the Federal Reserve is slo...Read more

U.S. Weekly Jobless Claims Hit Three-Year Low — But Labor Market Signals Remain Conflicting — Evening Brief – 12.04.25 

By Joe Palmisano | December 04, 2025 Initial jobless claims fell to 191,000 last week, the lowest level since September 2022 and, before...Read more

U.S. Private-Sector Employment Reinforces Dovish Lean Ahead of FOMC Meeting — Evening Brief – 12.03.25 

By Joe Palmisano | December 03, 2025 U.S. private-sector employment unexpectedly fell by 32,000 jobs in November, reversing October’s ...Read more

Dovish Fed Signals Drive Surge in Rate-Cut Expectations — Evening Brief – 12.02.25 

By Joe Palmisano | December 02, 2025 Investor sentiment over the likelihood of another Federal Reserve rate cut has swung sharply back t...Read more

U.S. Manufacturing Contracts for Ninth Straight Month — Evening Brief – 12.01.25 

By Joe Palmisano | December 01, 2025 The U.S. manufacturing sector weakened further in November, with the ISM Manufacturing PMI falling ...Read more

Tariffs Cool Inflation Early but Push Prices Higher Over Time: SF Fed Study — Evening Brief – 11.26.25 

By Joe Palmisano | November 26, 2025 A study from the Federal Reserve Bank of San Francisco finds that tariffs may have a dual—and tim...Read more

Consumer Confidence Falls Sharply in November — Evening Brief – 11.25.25 

By Joe Palmisano | November 25, 2025 Consumer confidence deteriorated significantly in November, with the Conference Board’s headline ...Read more

KBRA Sees Record 2026 CMBS Issuance Ahead, but Distress and Downgrades Likely to Rise — Evening Brief – 11.24.25 

By Joe Palmisano | November 24, 2025 KBRA’s 2026 CMBS Sector Outlook projects a year defined by both strong issuance and intensifying ...Read more

Americans Grow More Cautious in November,  UMich Survey Shows — Evening Brief – 11.21.25 

By Joe Palmisano | November 21, 2025 U.S. consumer sentiment weakened in November, despite a modest improvement from the mid-month readi...Read more