Fresh perspectives on economic trends and events impacting the global markets.
Six things to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings outlook, and Chinese economic data.
As a trade war rages, a massive market sell-off in the US and around the world raises many questions for investors.
We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, equities, and more.
With policy uncertainty rattling markets and consumer sentiment, it’s important to remember the market's long-term growth throughout its history.
While the setup for markets was good coming into 2025, they’ve struggled as investors assess ongoing changes to the US policy approach.
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
Explore our investment insights on market movements and structural changes.
Participant outcomes can be optimized when decisions consider four key tenets.
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