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November 21, 2023The Quick Take: Comments from the Investment Policy Committee: Bottom Line: Against this macroeconomic backdrop, we maintain our conviction in a…- October 10, 2023What has happened? Where is Gaza? What is likely to happen next? How does this impact geopolitics? How does this…
- October 3, 2023The U.S. government avoided a shutdown on October 1, 2023, after Congress approved legislation to extend the deadline to pass…
- September 12, 2023Notes on Increasingly Optimistic > Labor Market & Consumer Sentiment Our assessment on consumer consumption, the labor market, and overall consumer sentiment…
- August 8, 2023Overview The economic backdrop thus far in 2023 has proven more resilient than expected. This is especially true as the…
- July 11, 2023Positioning and Outlook We remain constructive on global equity markets and favor such exposure relative to bonds. While the U.S.…
- June 13, 2023With the Fiscal Responsibility Act of 2023 signed into law, the debt ceiling issue has been resolved until early 2025.…
- May 16, 2023Overview The U.S. government hit its $31.4 trillion debt limit on January 19, 2023. Since then, the Department of the…
- April 11, 2023Positioning and Outlook We remain constructive on global equity markets and favor such exposure relative to bonds. While the U.S.…
- March 28, 2023Chart Content Number of United States bank failures during former Federal Reserve Chair Paul Volcker’s term. Chart Significance Given inflation’s…