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
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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
Markets and Economy New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
January 20, 2026
Markets and Economy Federal Reserve: What is it and how does it impact the economy?
The US central bank, known as the Federal Reserve System, uses interest rates and other tools to keep prices stable and employment strong.
January 15, 2026
Markets and Economy Does the January effect indicate stock performance?
January's stock performance is thought to forecast performance for the year, but the month's predictive power may be overstated.
January 14, 2026
Markets and Economy Legal investigation of Fed Chair Powell presents new risk to markets
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
January 12, 2026
Markets and Economy Military conflicts mostly haven’t hindered long-term stock growth
Global unrest can tempt investors to change investment plans, but long-term market growth has continued throughout history despite wars.
January 12, 2026
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