Markets and Economy Speculation grows for a fall Fed rate cut
The Federal Reserve gets a surprise resignation. Meanwhile, disagreements at the Bank of England lead to a historic vote.
August 11, 2025
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy Dissent emerges at the Fed, trade agreements surge
The Federal Reserve saw two members dissent on rates for the first time in 32 years and countries raced to secure US trade deals before a key tariff deadline.
August 4, 2025
Markets and Economy Trade deals and earnings season help fuel market highs
As trade deals are struck before Trump’s Aug. 1 deadline, global investors have begun to look past tariff uncertainty and appear to expect an optimistic outcome for the second half of this year.
July 28, 2025
Markets and Economy Debating the state of US exceptionalism for stock investors
The economies, markets, and currencies of other countries may begin to catch up to the US, but it has unique qualities that sets it apart.
July 7, 2025
Markets and Economy Five trends to watch as US stocks hit a new high
An expectation for improved trade policy clarity and continued spending on artificial intelligence helped boost the S&P 500 Index to a new all-time high.
June 30, 2025
Markets and Economy Oil moves on Middle East tensions, but other markets stay the course
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in a wait-and-see mode.
June 23, 2025
Markets and Economy Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
June 16, 2025
Markets and Economy 2025 midyear investment outlook: The global reset
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
June 10, 2025
Markets and Economy Despite trade policy uncertainty, US economy has been resilient
As tariffs were announced, rescinded, invalidated, and reinstated, the US financial markets and economy have shown remarkable resilience.
June 2, 2025
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