Markets and Economy Rising Treasury yields: Recalibration, not rupture
Higher Treasury yields may feel like the “big one,” but markets haven't shown broad signs of stress, suggesting they’re recalibrating, not breaking.
May 26, 2026
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy Markets seek direction, not perfection
Markets can appear to ignore scary headlines without behaving irrationally, and disruption can still be consistent with resilience, adaptation, and renewal.
May 18, 2026
Markets and Economy Three reasons why markets have advanced despite worries
Why have markets moved higher despite ongoing risks? Government spending, strong corporate earnings, and signs of economic resilience have helped.
May 11, 2026
Markets and Economy April stock advance: Markets reflect resiliency
Despite the uncertainty surrounding the Iran war, the S&P 500 Index rose 10.49% in April. Learn what it may mean for market returns over the long run.
May 4, 2026
Markets and Economy Three takeaways from Kevin Warsh’s Fed Chair hearings
In his testimony to Congress, Kevin Warsh, Fed Chair nominee, emphasized the importance of its independence and appeared open to a more nuanced interpretation of inflation.
April 27, 2026
Markets and Economy Managing the cognitive dissonance of long-term investing
As the conflict in the Middle East continues to evolve, remember the important distinction between markets that are forward-looking and probabilistic rather than reactive and emotional.
April 20, 2026
Markets and Economy Iran war: What’s driving market sentiment?
Many assumed that if the Middle East conflict lasted more than a few weeks, it would be meaningfully negative for stocks. But markets appear to have absorbed the shock.
April 13, 2026
Markets and Economy Indicators suggest the market likely hasn’t hit bottom yet
Major stock markets have corrected. But our preferred indicators suggest markets may still have work to do before a durable bottom is formed.
April 6, 2026
Markets and Economy Discipline matters when markets are uncertain
Periods of uncertainty, like the current Middle East conflict, have the potential to produce sharp rebounds that investors may not want to miss.
April 1, 2026
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