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Economy
Key Trends for 2025 and CES Insights
To set the stage for the new year, let’s start with a look at macroeconomic backdrop. Stocks soared in 2024. Do you think…
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Labor Market Gains Show Resilience, but Underlying Trends Signal Slowing Momentum
The US economy added more jobs than expected in December, providing a fresh dose of optimism that the labor market will remain strong for…
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Regulatory Roundup: A Look Back on the 2024 Regulatory Landscape and the Lessons We’ve Learned
Capital Markets Regulatory Updates23 December: The Japanese Financial Services Agency (FSA) published its strategic…
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5 Charts to Monitor Reflation Risk in the US
Inflation is relatively low compared with the post-pandemic surge, when the year-over-year change for the Consumer Price Index (CPI)…
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Trade Policy Uncertainty Hasn’t Mattered to Markets
Changing presidential administrations brings policy uncertaintyWith a new presidential administration incoming later this…
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What to Buy for a Macro Portfolio in 2025
A deep look at tariffs and the most attractive macro asset classes to kickstart 2025.
What if tariffs end up being non-inflationary and…
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Top 10 Charts from 2024
Happy New Year to all our regular readers!We’re kicking off 2025 with a countdown of what we think were the 10 most…
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Federal Reserve Board – Federal Reserve Board announces approval of application by UMB…
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S&P 500: Large-Cap Strength Masks Broader Market Struggles and Bullish Challenges
The market’s performance over the past month reflects a mixed picture of resilience and weakness. While the remains in a bullish…
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