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Politics
June 20 2024
Equity .
Article

3 minute read

Checking in on anti-obesity medicines

June 21 2024

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

June 18 2024
Equity .
Article

6 minute read

Passing the buck on higher energy prices
June 18 2024

Filling up at the pump matters to voters.

June 14 2024
International/Global .
Article

1 minute read

Surprise election result rattles India June 11 2024

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

May 29 2024
Politics .
Article

3 minute read

Winds of change
May 30 2024

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

May 23 2024
International/Global .
Article

3 minute read

U.K. prime minister calls for an election
May 24 2024

Global Market Snapshot

May 22 2024
Politics .
Article

2 minute read

A change in gender, not policy, likely in Mexico
May 22 2024

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

June 12 2024
Markets/Economy .
Article

8 minute read

From here on, the election will matter
May 21 2024

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

May 6 2024
Politics .
Article

2 minute read

Is a coalition government coming to South Africa?
May 8 2024

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

May 13 2024
Politics .
Article

2 minute read

India heads to the polls
April 10 2024

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

March 28 2024
Inflation .
Article

8 minute read

Another week, another record
March 28 2024

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

April 12 2024
Equity .
Article

8 minute read

Getting less lonely up here
March 26 2024

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

March 14 2024
Markets/Economy .
Article

5 minute read

State of the economy
March 12 2024

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

March 15 2024
Equity .
Article

7 minute read

Bubbles, bubbles and bubbles!
March 8 2024

Can an effervescent market lead to durable gains?

March 1 2024
Equity .
Article

6 minute read

Big Fiscal is exciting!  Just don't hit a tree.
March 1 2024

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

March 14 2024
Equity .
Article

5 minute read

January Barometer positive
February 7 2024

Stocks strong start portends a volatile but positive year.

March 14 2024
Markets/Economy .
Article

6 minute read

Stock market seasonals flashing caution
January 12 2024

Zero for two out of the gate.

December 21 2023
2024 Outlook .
Article

3 minute read

Will stocks and elections correlate again?
December 21 2023

Three things to watch in 2024.

November 17 2023
Politics .
Article

5 minute read

Shot across the bow?
November 17 2023

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

September 28 2023
Monetary Policy .
Article

3 minute read

Changing the game plan
October 2 2023

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

September 29 2023
Markets/Economy .
Article

6 minute read

Labor day, week, month and year
September 29 2023

Wage inflation could keep the Fed engaged.

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