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Market Outlooks
Global Weekly Commentary: Central banks tightening from all sides
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Markets are rallying on hopes policy tightening is nearing an end – prematurely, in our view.
Policy and Regulatory Commentary
A Potentially Earth-Shattering CFPB Court Ruling
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A monumental decision by the 5th Circuit Court of Appeals could significantly alter the CFPB.
Market Outlooks
Global Weekly Commentary: Recession eclipses U.S. midterm result
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Equities usually do well after U.S. midterms. Why? Gridlock is common and prevents policy change that could spook stocks.
Policy and Regulatory Commentary
Senate Elections and the Lame Duck Session
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While individual senators are elected to six-year terms, the Constitution divides the U.S. Senate into three “classes” with one class — or roughly one-third of the entire chamber — up for reelection every two years.
Market Outlooks
Global Weekly Commentary: No recession cover in sovereign bonds
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Recession fears are roiling markets. Investors traditionally take cover in sovereign bonds, but we see this recession playbook as obsolete. Why? First, central banks are hiking rates to try to tame inflation, causing recessions.
Market Outlooks
Global Weekly Commentary: Infrastructure: taking the long view
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Rapid rate hikes are hitting markets now and will likely spark a recession, but we eventually see central banks stopping and living with inflation.
Policy and Regulatory Commentary
Do October surprises really impact the election?
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An October surprise can be any piece of news, good or bad, that has the potential to upend the trajectory of a campaign, and history is rife with them...