Weekly Market Update

Treasuries are waffling around unchanged levels this morning with equities heading higher on the back of a delayed but better-than-expected September CPI report. The cooler inflation numbers seal a rate cut next week and pave the way for another in December. The report was about all the Fed could ask for, but the hawks will…

The shutdown enters its 21st day marking the second longest on record. The record-holding 2018-2019 shutdown appears in danger of falling as Polymarkets is betting it goes well into November and Congressional action on the matter seems lifeless (see graph below). By the way, November 5th would mark a new record. In the meantime, we…

Examining Bond Portfolio Trends: Fourth Quarter 2025 Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState Securities.  At present, we account for over 130 client portfolios with a combined book value of $11.9 billion (not including SouthState Bank’s portfolio), or $91 million on average per portfolio.  Twelve…