Weekly Market Update

June nonfarm payrolls rose 147 thousand, easily beating the 110 thousand expected and slightly ahead of the 144 thousand in May (revised up from an initial 139 thousand).  Speaking of revisions, April was revised up by 11 thousand jobs bringing two-month revisions higher by 16 thousand. Private sector job growth was 74 thousand which was…

Bond Portfolio Trends: First Quarter 2025 Background Beginning in May 2012, we started tracking portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams. At present, we account for over 130 client portfolios with a combined book value of $12.4 billion (not including SouthState Bank’s portfolio), or $95 million on average per portfolio. Twelve months…

Bond Portfolio Trends: Fourth Quarter 2024 Background Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $13.8 billion (not including SouthState Bank’s portfolio), or $106 million average per portfolio.  Twelve months earlier,…

Bond Portfolio Trends: Third Quarter 2024 Background Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $13.7 billion (not including SouthState Bank’s portfolio), or $105 million average per portfolio.  Twelve months earlier,…

Examining Bond Portfolio Trends: Second Quarter 2024 Background Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $13.8 billion (not including SouthState Bank’s portfolio), or $106 million average per portfolio.  Twelve months…

Examining Bond Portfolio Trends: First Quarter 2024 Background Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $14.2 billion (not including SouthState Bank’s portfolio), or $107 million on average per portfolio.  Twelve…

Examining Bond Portfolio Trends: Fourth Quarter 2023 Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $14.2 billion (not including SouthState Bank’s portfolio), or $109 million on average per portfolio.  Twelve months…