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Market Outlooks
Weekly Macro Update: Globalization is Still Strong, but Changing
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Global integration has clearly not stopped, but it is changing. Even with the pandemic’s disruption of global supply chains and rising U.S.-China tensions, investors should continue to count on a world that seems to be further integrating, rather than falling apart.
Macroeconomic & Geopolitical
Short-Staffed
As we reported just one week after President Joe Biden’s inauguration in January, the Senate was taking more time than usual to approve the senior-most members of the president’s appointees: his cabinet.
Policy and Regulatory Commentary
The House Hangs in the Balance
There are now less than 15 months until the 2022 midterm elections. Although it feels like we’ve only just emerged from the 2020 elections, normally at this time in the midterm cycle, pollsters and political pundits are publishing lists of what they think will be the most competitive House and Senate races next year.
Policy and Regulatory Commentary
In Washington, August Will Go Out With a Bang
It has been a busy week in the U.S. Senate. Late on Tuesday morning, the chamber passed a bipartisan $1.2 trillion physical infrastructure bill.
Policy and Regulatory Commentary
As Divided As Ever
Two public policy questions, infrastructure and vaccine mandates, have consumed the news headlines over the last few weeks.
Policy and Regulatory Commentary
Politics and the Olympics
The summer Olympics in Tokyo start this Friday, July 23 with a live, televised opening ceremony. As NBC said, this event “will be the first major global gathering since the worldwide pandemic began last year.”
Market Outlooks
Weekly Macro Update: No Stopping China’s Restocking
This piece is approved to use with clients.
FIFO gives China the global distribution edge across export sectors, even those that fell.