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Policy and Regulatory Commentary
The Bare Minimum: What Congress Must Do This Year
This piece is approved to use with clients.
The quiet cannot last… or can it?
Policy and Regulatory Commentary
Washington Closes the Book on 2021
Right up until this past Saturday, Democrats in Washington hoped that the first session of the 117th Congress would end not with a whimper, but with a bang.
Policy and Regulatory Commentary
Dueling Regulators
This coming March will mark the 184th anniversary of a congressional resolution that banned duels on the House and Senate floors
Market Outlooks
It's Not Much, But We'll Take It
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Excluding this awful pandemic, we think most market observers would cite inflation as the greatest risk to the economy and markets.
Policy and Regulatory Commentary
Full Cabinet, Bare Shelves
Cabinet (the secretaries of Treasury, Defense, Education, and the like) is full, but many key supporting roles are not.
Market Outlooks
Omicron & The Fed Upend The Markets
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After a week away for the Thanksgiving holiday, we are happy to be taking pen to paper to share our thoughts on the economy and markets.
Policy and Regulatory Commentary
All Eyes on the Fed
To understand progressives’ disappointment with their president, let’s examine the Fed’s structure — and the vice chair for supervision’s place in it.
Policy and Regulatory Commentary
Thanksgiving Inflation and the Coming Fed Fight
Going into the holidays, it is likely inflation worries will get worse before they get better.