Market Commentary
Quarterly Market Review and Outlook: Tariff headwinds, legislative tailwinds support our “cooling, not cratering” economic outlook.
Perspective & Analysis
Growth opportunities and implications of AI and robotics
Market Commentary
Optimism on tariff de-escalation is is alleviating some economic and market concerns.
Market Commentary
April saw Q1 Real GDP slightly shrink and the so-called fear index temporarily spike.
Market Commentary
Market turbulence defined the first quarter of the year as a clear divide emerged between struggling US equities and surging international markets.
Market Commentary
In what was a turbulent month, US markets weathered significant economic headwinds with surprising resilience.
Market Commentary
We assess the potential impact of proposed tariffs on GDP, inflation, and corporate earnings over the near and medium term.
Market Commentary
The new year started off with strong job creation, moderating services inflation, and resilient consumer spending driving market confidence.
Perspective & Analysis
We highlight a handful of key themes that we believe will drive markets and investor returns in 2025 and beyond.
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