Market commentary

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.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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Global Insight U.S. Recession Scorecard
Read more (US Recession Scorecard)

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If anything you have read here spurs a question or investment idea, please contact me anytime. I'm happy to discuss any of these topics with you.

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