Fresh perspectives on economic trends and events impacting the global markets.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
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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