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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
This piece is approved to use with clients.
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.
Policy and Regulatory Commentary
“The Great Resignation” … On Capitol Hill
While labor experts contemplate the causes and implications of the so-called “Great Resignation,” it seems members of Congress are jumping on the bandwagon.
Policy and Regulatory Commentary
The Midterms Are Upon Us
A deeper look at virginia’s election results and presidential approval & past midterm elections.
Policy and Regulatory Commentary
Tax Trick or Treat?
With Halloween just a few days away, Democrats are still trying to decide what treats they will include in their slimmed-down Build Back Better legislation.