Even though this was the darkest week of the year, with yesterday marking the winter solstice, we received several positive reports on the economy showing signs of a thawing housing market, slowing inflation, and resilient consumers. Financial markets picked up where they left off last week, with yields falling and equities rising. At time of writing, the S&P 500 is up 1.0% on the week while the two-year Treasury declined by 14 basis-points (bps) to 4.32%.