Fairway Asset Management

10/16/2026

Earlier this week, we mentioned that the PPI (Producer Price Index) would be released on Thursday. This is a more forward-looking measure of inflation. Unfortunately, the numbers continue to indicate inflation is high and might remain that way for a few more months.

Key Takeaways
• The PPI (Producer Price Index) for September showed an increase of 1.3% for the month.
• PPI continues to indicate inflation is high and might remain that way for a few more months.
• We anticipate inflation will remain somewhat higher than previously expected.
• We also anticipate the Fed will increase the Funds Rate one more time before year-end.

Read the full Economic Update from Rudy Thomas on our website:

I mentioned in that report that the PPI (Producer Price Index) would be released on Thursday. This is a more forward-looking measure of inflation. Unfortunately, the numbers continue to indicate inflation is high and might remain that way for a few more months.

10/14/2026

The inflation numbers we saw released this morning are certainly adding to investor concerns regarding additional interest rate increases by The Federal Reserve.

Top Five Takeaways
· The CPI (Consumer Price Index) for the month of September showed an increase of 0.6%.
· On a year-over-year basis, the CPI was up 3.7% in September.
· The primary contributor to the rise in inflation for the month was gasoline prices, which rose more than 9%.
· The above numbers continue to raise concerns that inflation pressures are not peaking.
· Reaction to today’s numbers are showing increased expectations for at least one more rate increase in the Fed Funds Rate by year-end.

Read the latest Economic Update from Rudy Thomas on our website:

10/01/2026

Yesterday we had the final revision to the second quarter GDP, showing the economy grew at 2.2% during the quarter. This was an upward revision from the earlier 1.5% release. While down slightly from the first quarter growth of 2.5%, it still represents a relatively strong quarter.

Read more insights from Rudy Thomas in his latest Economic Update, now available on our website.

Yesterday we had the final revision to the second quarter GDP, showing the economy grew at 2.2% during the quarter. This was an upward revision from the earlier 1.5% release. While down slightly from the first quarter growth of 2.5%, it still represents a relatively strong quarter.

09/25/2026

This has been a relatively quiet week for economic releases, but a few are meaningful.

· Orders for non-defense capital goods grew by 1.6%. in August.

· New Home Sales for August increased by 6.4%, the strongest level since February of this year.

· It will be important to see how the recent rise in mortgage rates will affect home sales going forward.

· As we anticipated, the Fed raised the Funds Rate by a quarter-point during their September meeting.

· We continue to believe we will likely see one more rate increase by the Fed prior to year-end.

Read the latest economic insights from Rudy Thomas on our website: https://www.fairwayasset.com/post/economic-update-9-25-2026

09/11/2026

In the past two days, we have had the much-anticipated inflation measurements economists are always looking for.

Read the latest Economic Update from Rudy Thomas, now available on our website:

09/04/2026

We begin this Friday with a much stronger than anticipated employment report.
✅Non-Farm Payrolls for August were up by 162,000, significantly above the July upwardly revised job increase of 23,000.
✅The revitalization of “supply-side economics” may be the key to controlling and bringing down inflation.
✅Labor Force Participation Rate grew for a third month in a row while unemployment remains stable.
✅Average workweek for the month was up by 0.1 to 34.4 hours, could be an early indication of more full-time positions being part of the mix.
✅CPI and PPI inflation indicators likely to influence the Feds next meeting on the 15th and 16th.

Read the latest Economic Update from Rudy Thomas, now available on our website:

We begin this Friday with a much stronger than anticipated employment report.

08/24/2026

Last week was a relatively light week in terms of economic releases, but that doesn’t mean we didn't see some critical numbers regarding the ongoing direction of the U.S. economy.

Read the latest Economic Update from Rudy Thomas on our website.

This has been a relatively light week in terms of economic releases, but that doesn’t mean we haven’t seen some critical numbers regarding the ongoing direction of the U.S. economy.

08/10/2026

The latest Economic Update from President Rudy Thomas is now available on our website.

Read now:

08/06/2026

🚨FAM Team News🚨

Gunnar Olafson, CFA is expanding his role with Fairway Asset Management. Gunnar has been a valued member of our team since 2022 as our Chief Compliance Officer/Investment Advisor and will now also serve as a Senior Vice President. He’ll also assist in researching and selecting equity investments.

Read Gunnar’s bio on our website. https://www.fairwayasset.com/about-5-1

07/17/2026

We’re proud to announce our Accreditation with Better Business Bureau of the Midwest Plains! Check out our BBB Business Profile here: https://www.bbb.org/us/ne/omaha/profile/financial-planning-consultants/fairway-asset-management-0714-1000064532