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Policy and Regulatory Commentary
Election 2022: All About the Economy
Four words uttered thirty years ago perhaps best capture the lens through which to view presidential and midterm elections: “It’s the economy, stupid.”
Market Outlooks
Weekly Market Compass: After an awful month for stocks, what’s in store for October?
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For those who don’t know me well, I must confess that I am a movie buff — and I enjoy bad movies almost as much as good movies because of their comedic value.
Market Outlooks
Weekly Market Compass: What’s next in the evolving Evergrande situation?
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The China Evergrande situation captured the world’s attention in a big way last week.
Policy and Regulatory Commentary
Catastrophe Coming?
While the markets have recouped some of those losses this morning, investors are clearly getting jittery.
Market Outlooks
Weekly Market Compass: What to watch this week: The FOMC and Evergrande
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Markets are watching two critical issues this week.
Policy and Regulatory Commentary
What Happens When the Clock Strikes Midnight?
The House and Senate are back in session this week for the first time since July. They are replaying a Cinderella story no one in Washington (or the stock market) likes: the end-of the-fiscal-year scramble to fund the federal government before the clock strikes midnight on September 30.
Policy and Regulatory Commentary
Budget Reconciliation: Dems in Disarray?
With a long list of priorities that lawmakers need to tackle over the fall term, the partisan bickering will be as hot as the air in the Washington swamp.
Market Outlooks
Weekly Market Compass: Markets look for a foothold to climb the ‘wall of worry’
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For the most part, global stocks have had a disappointing run in recent days.
Policy and Regulatory Commentary
ESG Disclosure Regulations Are Coming
The SEC is expected to finish writing rules to require public companies to disclose climate change risks & diversity statistics.