Insights

6 minute read

Policy fog now begins to lift after this week's rate-cut pause.

1 minute read

We think GDP growth could reach 3.3% in 2026.

5 minute read

But midterm elections and Fed leadership transition could spark volatility.

1 minute read

With inflation under control, the Fed should cut rates twice later this year.

7 minute read

Equity and fixed-income investors are responding differently to tariff and fiscal policy uncertainty.

5 minute read

Solid US economic data also helps as equities reverse their April freefall.

3 minute read

For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back. 

7 minute read

Import surge pushes first-quarter GDP into the red.

7 minute read

Labor market remains solid, despite tariff uncertainty.

5 minute read

Trump's policy reversals buoy markets.  

7 minute read

Should investors focus on solid hard data or weak soft data?

7 minute read

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March. 

4 minute read

Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.

5 minute read

Fed stays in wait-and-see mode, but makes major changes to its forecast

6 minute read

Bessent preaches short-term pain for long-term gains.

6 minute read

Maybe the Fed’s not done cutting rates this year, after all.

6 minute read

Financial markets roiled by developments in D.C.

6 minute read

On the back of solid holiday retail sales, January's were dismal.

4 minute read

The rally broadens.

7 minute read

New year starts with hiring and wage growth.