Fresh perspectives on economic trends and events impacting the global markets.
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
DeepSeek has challenged artificial intelligence (AI) assumptions with cutting edge performance and significant efficiency gains. What do these results mean for AI?
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
Explore our investment insights on market movements and structural changes.
Participant outcomes can be optimized when decisions consider four key tenets.
Get insights on the economy, the markets, and investments from our experts.
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