This material represents an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Past performance does not guarantee future results.
Most Recent Update
Market Update - September 28, 2023
In this week's market update video, Phil does a deep dive on US labor demographics and how it influences the structure of interest rates. We wrap up with a look at current borrowing rates and investment opportunities for credit unions. JD discusses how the increased relative value in Agency CMOs could give credit union investors something to look at besides CDs.
Previous Updates
Market Update - September 14, 2023
In this week's market update video, JD and Phil cover housing affordability data, consumer loan rejection trends, and wrap up with a look at borrowing and investment rates for credit unions.
Market Update - August 31, 2023
This week's market update video recaps recent labor market data, discusses federal student loan repayment impacts, and wraps up with a look at borrowing and investment opportunities for credit unions.
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