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
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy Military conflicts mostly haven’t affected long-term stock growth
Global unrest can tempt investors to change investment plans, but long-term market growth has continued throughout history despite wars.
June 16, 2025
Markets and Economy What is the Federal Reserve, and how does it influence inflation?
The US central bank, known as the Federal Reserve System, uses interest rates and other tools to keep prices stable and employment strong.
June 13, 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As tariffs were announced, rescinded, invalidated, and reinstated, the US financial markets and economy have shown remarkable resilience.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
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
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