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 U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
Read the full economic outlook in the latest Global Insight 2024 outlook.
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.
