Insights

2 minute read

Clear electoral mandate in the world's largest democracy could attract investment and bolster growth.

8 minute read

The market's having a party, but inflation's a guest that just won't leave.

8 minute read

Holding to overweight stocks call despite consensus moving our way as "Goldilocks Plus" drives market higher

5 minute read

Biden left more questions than answers about his economic policies in his SOTU address.

7 minute read

Can an effervescent market lead to durable gains?

6 minute read

2024 could be a great year if we navigate it right.

5 minute read

Stocks strong start portends a volatile but positive year.

6 minute read

Zero for two out of the gate.

3 minute read

Three things to watch in 2024.

5 minute read

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

3 minute read

Yet another shift in the Fed's SEP has the markets again playing defense. 

6 minute read

Wage inflation could keep the Fed engaged.

3 minute read

Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.