Insights

The Silicon Valley Bank collapse brought financial system stresses to the surface. We look at knock-on effects and economic and market implications.

As SVB’s demise roils markets, we examine the regulators’ fast action and what the “costs” of that may be, as well as implications for Fed rate hikes.

As the Fed signals more rate hikes ahead, we look at the prospects for further aggressive tightening and whether the Fed may be missing the mark.

Post-pandemic activity is surprising to the upside, and we think more is in store for the economy.

Will the potential for a more constructive approach to UK-EU relations help restore investors’ interest in the UK’s undervalued equity market?

We look at the pressures weighing on the market today, and why we think the S&P 500 could deliver positive full-year returns, once all is said and done.

Is the Fed ignoring positive inflation indicators and over-emphasizing what it is sees as an overheated labor market to justify more restrictive policy?

UK and European stock markets remain cheaper than the U.S., though some areas discount a blue sky scenario.

Is the end of the dollar’s multiyear rally on the horizon? We examine the drivers of the rally, what’s changed, and the implications for global investors.

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.