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Policy and Regulatory Commentary
Election 2024: A Total Tossup?
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Ready or not: Election 2024 is upon us.
Policy and Regulatory Commentary
Can Lawmakers Agree On Digital Asset Legislation?
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While Republicans and Democrats both have expressed worries – and interest – about digital assets, there are still major differences between the two parties in how to approach oversight over the marketplace.
Market Outlooks
Global Weekly Commentary: Central bank inflation fight to carry on
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The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride.
Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Policy and Regulatory Commentary
It’s ESG Month in the House Financial Services Committee
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For years, Republicans and Democrats, lobbyists, trade associations, and key industry players in the transportation and manufacturing sectors would gather in Washington, D.C. to celebrate “Infrastructure Week.”
Market Outlooks
Global Weekly Commentary: Earnings outlook: Show us the growth
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Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.
Market Outlooks
Global Weekly Commentary: New regime, new opportunities
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We see major central banks holding policy tight in the new macro regime. That bolsters income’s appeal.