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.
U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.
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.
