Markets and Economy Markets adjust to a new trade war
The market is gauging the economic inefficiencies that may result from the Trump administration’s new tariffs and the retaliatory measures from other countries.
March 5, 2025
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Markets and Economy Is the US headed for a drop in GDP growth?
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
March 4, 2025
Market volatility Government shutdown: What could investors expect from the market?
A government shutdown can create short-term market volatility, but they tend to resolve quickly with little market impact for long-term investors.
March 4, 2025
Markets and Economy What’s next for artificial intelligence after DeepSeek?
DeepSeek has challenged artificial intelligence (AI) assumptions with cutting edge performance and significant efficiency gains. What do these results mean for AI?
March 3, 2025
Markets and Economy Above the Noise: Investing through ambiguity
We discuss the future of US inflation, the outperformance of European stocks, the potential impact of new tariffs, and the independence of the Federal Reserve in this month’s column.
February 28, 2025
Markets and Economy US uncertainty, German elections top global market news
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
February 25, 2025
Markets and Economy Chinese stocks surge, concerns about US inflation grow
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
February 20, 2025
Markets and Economy What is the debt ceiling, and what could defaulting mean?
The debt ceiling is the legal limit on the amount of federal debt the US government can have outstanding. Defaulting on that debt would have consequences.
February 12, 2025
Markets and Economy Tariffs, tech earnings, and inflation concerns test markets
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
February 11, 2025
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