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Macroeconomic & Geopolitical
A Step Ahead: Everyone's Quitting Their Jobs. Good!
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Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.
Macroeconomic & Geopolitical
MarketScape: A 50/50 U.S. Recession Risk
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Chief Investment Strategist Jim McDonald examines the economic risks investors face.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: Are we there yet?
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The current bear market is in its early stages with multiple compression driving losses so far. Where equities ultimately bottom will depend on how well the economy holds up and the trajectory of corporate earnings.
Policy and Regulatory Commentary
How a Supreme Court Climate Decision Could Materially Impact Financial Services
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Last week, the Supreme Court of the United States (SCOTUS) issued a bombshell ruling on the Environmental Protection Agency’s (EPA) Clean Power Plan (CPP).
Policy and Regulatory Commentary
2024 Is Just Around The Corner
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There are just 132 days until the 2022 midterm congressional elections — and only 860 days until the 2024 presidential election.