Displaying 1 - 10 of 116 results.
October 5, 2026 | Economy & Markets
Economic Update The term “vibecession” has reemerged to describe the disconnect between consumer sentiment and various economic indicators Affordability concerns remain the most likely catalyst for this dynamic We review…
View Commentary →September 3, 2026 | Economy & Markets
Economic Update Kevin Warsh’s Jackson Hole speech was more hawkish than expected The Fed Chair suggested progress in bringing down inflation has been too slow, and he believes that monetary…
View Commentary →August 5, 2026 | Economy & Markets
Economic Update The Kevin Warsh honeymoon period appeared to end at the July 29 FOMC meeting The Fed held steady despite three dissenting votes in favor of a rate hike…
View Commentary →July 7, 2026 | Economy & Markets
Economic Update Financial markets are responding favorably to expectations for a narrow range of interest rates, lower oil prices, and significant cap ex from technology firms Like ‘Nuke’ LaLoosh in…
View Commentary →June 3, 2026 | Economy & Markets
Economic Update Markets have flipped from pricing near-certain Fed rate cuts to pricing zero cuts and a greater than 50% chance of hikes by year-end The upcoming June FOMC meeting…
View Commentary →May 6, 2026 | Economy & Markets
Economic Update Equity markets hit new highs in April despite the ongoing Iran conflict and high fuel costs The AI infrastructure buildout was a significant tailwind for Q1 GDP growth,…
View Commentary →April 6, 2026 | Economy & Markets
Economic Update Financial markets faced fresh risks in March as the military action in the Middle East sent oil prices sharply higher Fixed income credit was less reactive to the…
View Commentary →March 4, 2026 | Economy & Markets
Economic Update Financial market jitters increased in February amid heightened AI disruption fears and geopolitical tensions The U.S. and Israel launched a major military operation against Iran, sending oil prices…
View Commentary →February 4, 2026 | Economy & Markets
Economic Update Financial markets responded to multiple noteworthy announcements in January, including the nomination of the next Fed chair In an effort to lower mortgage rates, President Trump directed Fannie…
View Commentary →January 7, 2026 | Economy & Markets
Economic Update 2026 begins similarly to 2025 as it relates to general economic and market sentiment We present four economic themes for the upcoming year, from policy expectations to the…
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