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Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode, 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
The Active Share Podcast: The Age of Oil
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Hugo sits down with Helen Thompson, a professor of political economy at Cambridge University and author, for a conversation about energy
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.”
Fixed Income Insights
Weekly Fixed Income Commentary: Economic data leave Treasury yields mixed
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U.S. Treasury yields rose last week amid positive economic data.
Policy and Regulatory Commentary
SCOTUS Rulings: Past And Preview
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Before adjourning, the nation’s highest court issued some big decisions that could have serious implications for businesses...
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields are mixed on varied economic data
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The U.S. Treasury curve flattened amid hawkish central bank rhetoric and mixed economic data. U.S. jobless claims have increased materially in recent weeks, while the housing market showed unexpected strength.