Industry Insights

“The U.S. economy has been resilient, with low unemployment and healthy consumer spending, yet significant risks loom. Inflation may persist due to ongoing spending requirements,

As we enter Q1 2025, the market landscape is shifting dramatically. With digital assets surging by 52% and small business optimism reaching a six-year high,

As we approach the end of 2024, the market landscape is shaped by a mix of resilience and uncertainty. With inflation slowing and the U.S.

While market valuations and credit spreads seem to reflect a rather benign economic outlook, we continue to be vigilant about potential tail risks.

As we navigate the complexities of Q4 2023, two significant storm clouds loom over the market: unprecedented fiscal spending and escalating geopolitical tensions. With predictions

In the ever-evolving landscape of finance, uncertainty looms large as we navigate the aftermath of unprecedented monetary policies and market dynamics. With conflicting signals from

In Q2 2023, the financial landscape is marked by significant challenges and opportunities. With $42 billion withdrawn from a single bank in one day, the

As we navigate the complexities of 2023, the market outlook reveals a landscape shaped by tighter monetary policy, potential stagflation, and consumer challenges. With inflation

The third quarter was unusually challenging for U.S. investors as both U.S. large cap stocks (-4.9%) and bonds (-4.8%) declined together

For much of the decade leading up to COVID-19, a combination of excellent profitability and some of the least volatile economic conditions in history implied

Inflation, geopolitical tensions, and monetary policy continue to dominate market discussions in Q2, 2022. With the Federal Reserve contemplating aggressive interest rate hikes to combat

Inflation is surprising forecasts on a global scale, a first since 2009.” This statement sets the tone for the Market Outlook report on Q1 of

The global economy has undoubtedly been shaken by the COVID-19 pandemic. As we move into the final quarter of 2021, there are renewed concerns about

With all-time highs seen in the stock market, home prices, and incomes, it’s hard to ignore the current state of the economy. But with high

SUMMARY “…the nationwide rollout of Covid-19 vaccines, the persistence of ultralow interest rates, and expectations for torrid economic growth have convinced America’s money managers that

Make no mistake – for the majority of the investors today, this could very well be the most important event of your investing lives. Speaking

This did not start as a financial crisis, but it is morphing into a major economic crisis, with very serious financial consequences…There’s a long road

In the normal recession, unemployment goes up, delinquencies go up, charge-offs go up, home prices go down, none of that’s true here…Savings are up, incomes

“The worst pandemic in modern history was the Spanish flu of 1918, which killed tens of millions of people. Today, with how interconnected the world