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.
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Portfolio Playbook: Cyclical acceleration
Our framework suggests improving global growth. In January, we’re overweighting stocks with a tilt toward cyclicals, value, and small-to-mid caps.
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Latest insights
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.
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.
