Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
January delivered the kind of mix investors and policymakers have been looking for: inflation cooled even as the labor market…
Europe started the week on a bruising note. From Whitehall belt-tightening to Paris finally muscling a budget through gridlock, policymakers…
Europe enters the year in a state of strategic tension: resilient at home, uneasy abroad. Businesses are still hiring and…
The digital gold rush of the last two years has officially moved from the cloud to the streets. In a…
Silver’s vertical sprint to a record around $120 per ounce on January 29 has flipped into a punishing reversal. The…
Markets are closing the day grappling with a sharp mix of policy, politics, and positioning risk. Donald Trump’s nomination of…
Verizon (NYSE: VZ) has been a “disappointment” for investors in recent years. After flirting with $60 during the COVID pandemic,…
One can’t move the male parent. One has to find one that commits. That’s the mismatch issue. Harvard economist and…
The financial world shifted on its axis this Friday as President Donald Trump officially nominated Kevin Warsh to succeed Jerome…
European gas prices, already on a downward trend, face fresh uncertainty after heightened rhetoric between the US and Iran, fueled…
South Korean equities slumped on Monday, leading declines across Asian markets, as uncertainty over interest rates and fresh doubts about…