Markets and Economy Supreme Court decision unlikely to end US tariffs
The US Supreme Court struck down IEEPA tariffs, but alternative statutes may mean tariffs remain, although the market impact appears limited.
February 20, 2026
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Markets and Economy ‘Heads I win, tails I win’ market environment
On one side, weaker growth makes Fed easing more likely. On the other side, stronger growth supports an intact business cycle. Either can be supportive of markets if inflation stays contained.
February 17, 2026
Markets and Economy Artificial intelligence isn’t over-hyped, it may be under-hyped: A conversation with Zack Kass
Zack Kass, former OpenAI executive, joined the Greater Possibilities podcast to discuss the state of artificial intelligence and what the future may hold.
February 10, 2026
Markets and Economy Finding silver linings in the market selloff
Despite last week’s selloff in software stocks and other momentum-driven areas, we believe the fundamental backdrop remains supportive.
February 9, 2026
Markets and Economy Greater clarity on the main risks to the market
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
February 2, 2026
Markets and Economy Kevin Warsh nominated to serve as the next Fed chair
If Kevin Warsh is confirmed as Fed chair, we don’t think he would prove as hawkish as markets seem to expect and his past actions seem to suggest.
January 30, 2026
Market volatility Government shutdown: Will investors see market volatility?
Despite short-term market volatility, government shutdowns have tended to have little market impact on long-term investors.
January 30, 2026
Markets and Economy Four key market signals to watch
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
January 26, 2026
Markets and Economy Above the Noise: Look beyond distracting headlines
The outlook for stocks still looks promising despite headlines on Fed independence, Greenland, and ongoing geopolitical maneuvering.
January 23, 2026
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