Insights

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Politics
January 20 2025
Markets/Economy .
Article

6 minute read

New sheriff in town
January 21 2025

Peak policy uncertainty.

November 11 2024
Equity .
Article

3 minute read

Policy Trumps character
November 8 2024

Republicans closing in on 'Red Trifecta.'  

November 22 2024
Monetary Policy .
Article

3 minute read

Chair Powell was vague, until he wasn't
November 8 2024

Powell rebuffed questions about the Fed's future, and his own, but his nebulous comments give the FOMC latitude.

November 1 2024
Equity .
Article

7 minute read

On the eve of the election, the economy is hot
November 1 2024

Investors, voters and the Fed will likely look past the October jobs report distorted by hurricanes and strikes.

November 4 2024
Politics .
Article

3 minute read

Fuzzy picture
November 1 2024

Noisy data and election uncertainty might slow Fed easing.

August 12 2024
Markets/Economy .
Article

5 minute read

Unsustainable trajectory
August 15 2024

Will politicians finally address the ballooning U.S. debt and deficit?

June 18 2024
Equity .
Article

6 minute read

Passing the buck on higher energy prices
June 18 2024

Filling up at the pump matters to voters.