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.
This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
Read more in Global Insight Monthly
June 1, 2023
Global Insight Weekly
May 7, 2025
Trend & cycle roadmap
June 22, 2026
Fixed income interest rate market monitor