Senior Vice President - Branch Director - Senior Portfolio Director Group - Institutional Consulting Group
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
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The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.
U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.
