Insights

7 minute read

But will the Iran conflict weigh on employment in the coming weeks?

2 minute read

The US Department of Justice subpoenas raise more questions.

15 minute read

Top risks for 2026 are skewed to the upside.

7 minute read

Major wins suggest the midterm elections also could swing blue.

5 minute read

Even without fresh government data, the labor market is weak enough to prompt the Fed to cut rates further.

5 minute read

Fed on track to cut rates again next week.

13 minute read

Introducing our 2027 S&P 500 price target of 8,600.

3 minute read

When the Fed lowers rates, liquidity yields often decline more gradually than those in the direct market.

4 minute read

Conspicuous dissent aside, the Federal Reserve reached a consensus to cut rates by a quarter point.

9 minute read

Sticking with our 'broadening out' call despite the caution the Fed’s cracked rearview mirror demands.

3 minute read

China’s economy has struggled with deflation due to overcapacity, but there is hope.

6 minute read

Is the rollback of electronic vehicle mandates and subsidies pro-consumer or anti-environment?

4 minute read

Cracks in the labor market were evident well before the most recent BLS jobs report.

8 minute read

Chair Powell on the hot seat.