With some dissent[1] the Fed cut the overnight lending rate to a range of 3.5% to 3.75% at its December meeting. It’s the sixth consecutive reduction since September 2024 (a total rate reduction of 1.75 percentage points). The Bureau of Labor Statistics reported that November CPI rose 2.7% year over year (after increasing 3% over […]
The Federal Government reopened on November 12th, 43 days after the October 1st shutdown. The Affordable Care Act insurance subsidies that prompted the Senate to block funding are set to expire at the end of this year. Without a bipartisan Congressional solution, a January 30, 2026, budget deadline remains. The November jobs report is scheduled […]
To stabilize jobs, the Fed cut interest rates an additional 25 basis points on Wednesday, October 29th, lowering the federal funds rate to 3.75% to 4%. The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3% on a seasonally adjusted basis in September[1]. The Conference Board’s Consumer Confidence Index fell 1.0 point in October […]
U.S. payroll growth slowed, adding only 22,000 jobs in August, the lowest since December 2020. Unemployment was 4.3% in August, still low, but the highest since October 2021, nearly four years ago. Initial jobless claims edged slightly higher. Recognizing that the labor market drives consumer spending (accounting for 70% of the U.S. economy), the Fed, on […]
Evidence, arguments, and testimony presented by the Union Pacific and Norfolk Southern and interested parties (Rail Shippers, Labor, Competitors, Federal, State, and Local government agencies, and the Public) will influence how each Surface Transportation Board (“STB” or the “Board”) Member chooses to interpret the Board’s earlier June 11, 2001 “Major Rail Consolidation Procedures” Final Ruling[1]. […]
Through the first 29 weeks of this year (ended July 20), the Association of American Railroads reported North American rail volume up 2.3%. United Airlines CEO Scott Kirby reports passenger demand is picking up: “The world is less uncertain today than it was during the first six months of 2025 and that gives us confidence.”[1] […]
Rail Uptick Defies Slowing GDP, While Aero Outperforms
Tariffs and trade shifts are affecting markets. Learn how aero and rail have reacted to these tumultuous times. Call RESIDCO.
A weaker dollar and Treasury market volatility has made hard asset Aero and Rail investment more attractive. Call RESIDCO.
A government shutdown averted, a stopgap spending bill signed (ensuring government operations through the end of September), government agency reductions in force, a 25% tariff on steel and aluminum imports from all countries and on imported goods from Mexico and Canada, all in the first quarter of 2025. Trade and reciprocal tariff uncertainties are causing […]
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RAIL & AERO MERGERS PROLIFERATE IN A SOUND ECONOMIC CIRCUMSTANCEJanuary 2, 2026 - 9:31 pmWith some dissent[1] the Fed cut the overnight lending rate to a range of 3.5% to 3.75% at its December meeting. It’s the sixth consecutive reduction since September 2024 (a total rate reduction of 1.75 percentage points). The Bureau of Labor Statistics reported that November CPI rose 2.7% year over year (after increasing 3% over […]
POSITIVE MARKET SENTIMENT DRIVES 2026 AERO AND RAIL SECTORS December 5, 2025 - 4:04 pmThe Federal Government reopened on November 12th, 43 days after the October 1st shutdown. The Affordable Care Act insurance subsidies that prompted the Senate to block funding are set to expire at the end of this year. Without a bipartisan Congressional solution, a January 30, 2026, budget deadline remains. The November jobs report is scheduled […]
2026 Investment Outlook – Market Support for Aero and Rail ContinuesNovember 12, 2025 - 2:41 pmTo stabilize jobs, the Fed cut interest rates an additional 25 basis points on Wednesday, October 29th, lowering the federal funds rate to 3.75% to 4%. The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3% on a seasonally adjusted basis in September[1]. The Conference Board’s Consumer Confidence Index fell 1.0 point in October […]