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Market Outlooks
Global Weekly Commentary: Three investment lessons for 2023
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The historic shocks of 2022 – war, soaring inflation and a perfect market storm – shape our three investment lessons for the new year.
Market Outlooks
Global Weekly Commentary: Don’t be tempted by the old playbook
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Major central banks will hike rates again this week: Getting inflation down means they need to crush demand, making recession foretold.
Policy and Regulatory Commentary
Why a One-Seat Senate Pickup is a Big Deal for Democrats
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And that’s a wrap. Well almost.
Market Outlooks
Global Weekly Commentary: A new playbook for a new regime
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We see the new regime playing out and not going away. Persistent production constraints keep this regime of higher macro and market volatility in place, in our view.
Policy and Regulatory Commentary
What Washington’s Response to Enron Might Portend for FTX and Crypto
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The question is: Will this new scandal lead to the type of legislation or regulations the Enron debacle did?
Market Outlooks
Global Weekly Commentary: Aging raises cost of curbing inflation
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The share of the U.S. population in work or seeking a job is still below pre-Covid levels.