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Economic & Cycle Views
Suppose They Gave a Recession
July 20, 2022•5 min read

Suppose They Gave a Recession, and Nobody Came

The business press sometimes likes to say that a recession is a decline of real GDP lasting at least two[…]
Economic & Cycle Views
Playing Catch-Up: Takeaways from the June FOMC Meeting
June 17, 2022•3 min read

Playing Catch-Up: Takeaways from the June FOMC Meeting

It appears the Fed has realized it is behind the curve. We believe the door is open for another 75-bp[…]
Economic & Cycle Views
Shake
November 1, 2021•2 min read

Shake, Rattle and Roll: Is the Growth/Inflation Dance Out of Step?

Chief Economist Brian Horrigan shares his latest thoughts on current growth and inflation dynamics.
Economic & Cycle Views
What’s Holding Back Employment in the United States?
August 18, 2021•2 min read

What’s Holding Back Employment in the United States?

Chief Economist Brian Horrigan looks at the pandemic’s lingering effect on employment and shares his outlook for the months ahead.
Market Commentary & Outlook
Chart of the Week: Commodity Prices Pop as Demand Takes Off
April 28, 2021•1 min read

Chart of the Week: Commodity Prices Pop as Demand Takes Off

As the global recovery kicks into gear, there are signs of shortages and delays causing pricing pressure.
Economic & Cycle Views
Be Cautious About Upcoming Data
March 18, 2021•3 min read

Be Cautious About Upcoming Data

We are entering a period when data may be on a wild ride. Brian Horrigan shares why he thinks market[…]
Economic & Cycle Views
Fiscal Policy: Veering Left and Moving Fast
February 22, 2021•4 min read

Fiscal Policy: Veering Left and Moving Fast

Congressional leaders are aiming to pass a $1.9 trillion fiscal stimulus package by mid-March. This approach is not without risks.
Market Commentary & Outlook
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
January 8, 2021•3 min read

Senate Split Likely to Draw Policy Toward the Center

Brian Horrigan shares his thoughts on what the 50-50 split in the Senate might mean for the Biden administration’s agenda.
Research Insights
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
October 27, 2020•4 min read

US Elections 101: The Mail-In Vote Explained

Sending a ballot by mail may seem straightforward, but the rules can be complex. Brian Horrigan explains some of the[…]
Market Commentary & Outlook
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
October 23, 2020•6 min read

Election 2020: Expect the Unexpected?

The US political landscape could offer surprises beyond the November 3 election. Brian Horrigan outlines scenarios that, in his view,[…]
Economic & Cycle Views
US Consumers Appearing Less Confident
September 2, 2020•2 min read

US Consumers Appearing Less Confident

The Conference Board’s Consumer Confidence Index suggests that consumers are not feeling optimistic. Could this mean the US recovery is[…]
Market Commentary & Outlook
Chart of the Week: World Trade Volumes Have Collapsed
August 21, 2020•2 min read

Chart of the Week: World Trade Volumes Have Collapsed

The global volume of exports has dropped 23% (not annualized) in just five months. There really is no precedent for[…]