The Ford Group
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.
June 1, 2023
Global insight weekly
May 7, 2025
Trend & cycle roadmap
January 5, 2026
Fixed income interest rate market monitor
