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.
The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.
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 »
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.
