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As tariffs were announced, rescinded, invalidated, and reinstated, the US financial markets and economy have shown remarkable resilience.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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Markets and Economy What is the national debt, and how is the deficit different?
The federal government borrows money to pay its bills, and those loans get added to the national debt until they're paid off.
May 30, 2025
Markets and Economy Court strikes down US tariffs, but trade war uncertainty continues
While the recent US Court of International Trade ruling may have chipped away at President Trump’s negotiating hand, we don’t believe it reduces uncertainty related to tariff developments.
May 29, 2025
Markets and Economy ‘Big Beautiful Bill’ brings fiscal concerns
The proposed bill, deficit, debt ceiling, tariff threats, and rising bond yields, as well as the next move by the Federal Reserve, were top of mind.
May 27, 2025
Markets and Economy Above the Noise: Making sense of markets, Treasuries, and tariffs
The market’s back in positive territory for the year, but will that last? Here’s my perspective on that and tariffs, Treasuries, debt, and the Federal Reserve.
May 22, 2025
Markets and Economy Weaker consumer confidence dampens a good week for stocks
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
May 19, 2025
Markets and Economy Central banks are treading carefully
A China-US tariff de-escalation, the Federal Reserve stays in wait-and-see mode, and the Bank of England strikes a hawkish tone while cutting rates.
May 12, 2025
Markets and Economy Economic data are sending mixed and confusing signals
We cover a wealth of recent data reports and explore what they could mean for the path of growth going forward.
May 5, 2025
Markets and Economy What is stagflation, and how might policymakers prevent it?
When economic stagnation meets rising inflation and elevated unemployment, consumers and businesses may struggle to keep up.
April 30, 2025
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