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Policy and Regulatory Commentary
A Cherry Blossom Budget
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Tourists are back in Washington for spring break after a two-year hiatus and the cherry blossoms are nearing full bloom. In D.C., that can mean only one thing: it’s time for the announcement of the president’s annual budget!
Market Outlooks
Global Weekly Commentary: Energy shock, Fed spur new outlook
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Much has changed since our 2022 outlook. The tragic war in Ukraine has resulted in a global energy shock.
Policy and Regulatory Commentary
The Link Between Judge Ketanji Brown Jackson and the SEC’s ESG Rules
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Two seemingly disparate but potentially related events are transpiring this week in Washington...
Market Outlooks
Global Weekly Commentary: Tough Fed talk on inflation, little bite
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The Fed last week signaled a large and rapid increase in its policy rate over the next two years and struck a surprisingly hawkish tone, indicating it’s ready to go beyond normalizing to try to tame inflation.
Policy and Regulatory Commentary
A Bruhaha Over COVID Funding
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No policy is immune from politics — not even funding for the tools that members of both parties admit the country needs to continue to contain and respond to the COVID-19 pandemic.
Market Outlooks
Global Weekly Commentary: Ukraine war to cut growth, up inflation
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The war in Ukraine has already caused a terrible human toll.