Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
Energy and the US Economy: A Story in Five Charts
Structural changes mean the US economy is less vulnerable to an energy shock than it was in the past, but[…]
Goodbye, IEEPA Tariffs. What’s Next?
The end of IEEPA tariffs struck a major blow to the Trump administration’s trade and fiscal policy, but it doesn’t[…]
Ten Things to Know About Fed Leadership and the Path to a New Fed Chair
Here are 10 key points to keep in mind about Fed leadership and the nomination process for Fed Chair.
Tariff Turnover: How the CIT Ruling Could Change US Trade Policy
Chief Economist Brian Horrigan recaps how the Court of International Trade's ruling against IEEPA tariffs could change the current trade[…]
Downgrading US Debt; Upgrading Fiscal Anxiety
Chief Economist Brian Horrigan discusses the impact of Moody's downgrade of US Treasury debt and compares the circumstances with prior[…]
Deficits, Taxes and Trade: A Presidential Policy Breakdown
Chief Economist Brian Horrigan reviews the presidential candidates' policy proposals. Read on to learn about the implications for fiscal spending,[…]
US Elections 101: The Electoral College Explained
While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain[…]
Fitch Downgrades US Treasurys: A Tale of Debt and Dysfunction
Fitch Ratings has downgraded the long-term rating of US Treasurys from AAA to AA+. Chief Economist Brian Horrigan shares his[…]
Debt Ceiling Drama: We’re in for a Nail-Biter
Markets will likely get increasingly unsettled as the X-date approaches without resolution. Congress has about four weeks to hatch a[…]
Fed Mad Libs: Diction & A Dovish Tilt
Markets tend to pay close attention to what the Fed says (or doesn’t). Chief Economist Brian Horrigan breaks down some[…]
We Are Here: Thinking about Recession Risk
The US has had 12 recessions since 1945. Chief Economist Brian Horrigan contemplates the potential for unlucky #13.
Market Risk and Midterm Elections: Eyes on the Senate
Does it matter who wins the Senate? It matters a great deal. Read our latest blog regarding midterm elections.
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.