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Market Outlooks
July Ends with Solid Global Stock Gain, US Inflation May Rise
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Natural resource stocks drove July gains with economic stimulus in China. July inflation may rise to 3.3% while core inflation could stay steady.
Policy and Regulatory Commentary
Election 2024: A Total Tossup?
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Ready or not: Election 2024 is upon us.
Market Outlooks
Investment Perspective: Goldilocks Without the Bears?
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Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.
Market Outlooks
US Energy and Financial Sectors Support Stocks, Fed and ECB May Hike Rates This Week
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U.S. equity gains led global regions last week with support from energy and financial companies. Futures trading indicates 0.25% hikes from the Fed and ECB.
Policy and Regulatory Commentary
Can Lawmakers Agree On Digital Asset Legislation?
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While Republicans and Democrats both have expressed worries – and interest – about digital assets, there are still major differences between the two parties in how to approach oversight over the marketplace.
Market Outlooks
The Case for Semiconductors
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Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.