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Market Outlooks
Regional Bank Update
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When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.
Policy and Regulatory Commentary
Staying Positive: What Happens When (If?) A Debt Limit Deal Is Struck?
The brinksmanship continues. The two parties still have not struck a deal to lift the federal borrowing limit.