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Macroeconomic & Geopolitical
Short-Staffed
As we reported just one week after President Joe Biden’s inauguration in January, the Senate was taking more time than usual to approve the senior-most members of the president’s appointees: his cabinet.
Policy and Regulatory Commentary
The House Hangs in the Balance
There are now less than 15 months until the 2022 midterm elections. Although it feels like we’ve only just emerged from the 2020 elections, normally at this time in the midterm cycle, pollsters and political pundits are publishing lists of what they think will be the most competitive House and Senate races next year.
Market Outlooks
Global Weekly Commentary: Don't ignore climate risks in portfolios
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Severe climate events around the world this year have intensified debate around the effects of climate change and the risks they pose to portfolios.
Policy and Regulatory Commentary
In Washington, August Will Go Out With a Bang
It has been a busy week in the U.S. Senate. Late on Tuesday morning, the chamber passed a bipartisan $1.2 trillion physical infrastructure bill.
Market Outlooks
Global Weekly Commentary: A restart relay
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The restart of economic activity is real and broadening.
Market Outlooks
Global Weekly Commentary: Taking stock on China
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China’s regulatory clampdown on industries such as tutoring and tech has unnerved global investors.
Policy and Regulatory Commentary
As Divided As Ever
Two public policy questions, infrastructure and vaccine mandates, have consumed the news headlines over the last few weeks.