Latest Insights

Federal Reserve

Trump Warshes his hands of Powell

Feb 06, 2026 | Thomas Garretson, CFA |

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Global Insight large network server

Big Tech’s AI expansion: From investment to scalable returns

Feb 03, 2026 | Joseph Wu, CFA |

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

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Bonds

Crosscurrents buffet U.S. dollar and Treasury market

Jan 30, 2026 | Atul Bhatia, CFA |

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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