Reports that the latest round of tariffs are “dead” are premature. The Supreme Court recently ruled against several of the newer tariffs imposed under emergency trade authority. In a narrow decision, the Court concluded that the 1977 law granting the president certain emergency trade powers did not clearly authorize the broad tariff actions taken. As […]
Tariffs Are Not Going Away Read More »
As expected, the Federal Reserve kept interest rates unchanged at this week’s meeting. Going into Wednesday, futures markets were pricing a…
Five Global Shifts That Could Fuel International Equity Momentum For over a decade, U.S. equities have led the pack, driven by innovation in tech and strong corporate earnings. However, 2025 is beginning to paint a different picture. With new catalysts emerging abroad, the investment landscape is starting to shift — offering international markets an opportunity
Five Global Shifts That Could Fuel International Equity Momentum Read More »
For years, many economists have raised concerns about the Federal Reserve’s “abundant reserves” approach and the long-term consequences of…
When the Fed Stops Being Neutral Read More »
We have rarely seen economic data as contradictory and difficult to interpret as it is today.
Peering Through the Data Fog Read More »
Last year, we expected economic growth to slow. In hindsight, the results were mixed. GDP data suggest we were wrong, while employment…
2026 Forecast: Still Wary Read More »
During the holidays, we often revisit the familiar story of Mary and Joseph arriving in Bethlehem. According to the Gospel of Luke, their…
Greedy Innkeeper or Quietly Generous Host? Read More »
After weeks of limited visibility, economic data is finally coming back into focus.
No More Flying Blind Read More »
In 1852, Karl Marx famously said that while people shape their own history, they do so under circumstances not of their choosing, but inherited from the past. While there’s truth in that, what Marx may have underestimated was how a bold experiment across the Atlantic would defy that pattern. The United States didn’t simply inherit
America’s 3.5-Second Miracle Read More »
On May 16, Moody’s officially lowered its credit rating on U.S. government debt to Aa1, its second-highest grade. With the national debt climbing past $36 trillion, the move isn’t exactly shocking — but it’s noteworthy because Moody’s was the last of the big three ratings agencies to act. S&P downgraded the U.S. back in 2011,
Debt Downgrade: What It Means — and What It Doesn’t Read More »
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