Insights

4 minute read

The longshoremen strike could have far-reaching consequences for the economy and markets.

6 minute read

‘R’otation continues, even as ‘R’ecession now in play.

3 minute read

The election likely will determine the fate of the Tax Cut and Jobs Act. 

5 minute read

Will politicians finally address the ballooning U.S. debt and deficit?

7 minute read

And then what?

2 minute watch

Congress’s choice to maintain or lapse the TCJA could impact munis.

4 minute read

Holding to rotation call as thesis playing out.

7 minute read

I'm waiting up here in the cart.

4 minute read

Markets are already pricing in potential November scenarios.

9 minute read

Compare Biden and Trump in terms of policies and the potential investment implications.

3 minute read

Selectively taking profits in stocks but maintaining positive stance.

7 minute read

Were you able to keep the fireworks strictly to the sky?

4 minute read

The UK Labour Party’s landslide victory election result was largely priced in.

3 minute read

Both Biden and Trump failed to address the Treasury’s debt at the debate.

3 minute read

The market for GLP-1 drugs is vast because it's not just weight they alleviate. 

6 minute read

Filling up at the pump matters to voters.

1 minute read

Without a majority, Prime Minister Modi must assemble a coalition.

3 minute read

EU elections could result in its first center-right coalition.

3 minute read

Global Market Snapshot

2 minute read

Two women are dueling to be the next president of Mexico, but the front-runner represents status quo.

8 minute read

Staying overweight stocks and small caps, even as election looms.

2 minute read

This month's election in the Rainbow Nation likely will be the most contested of its democratic era.

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.