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The Battle Between Inflation and Artificial Intelligence The key themes we highlighted in April remain largely unchanged. Markets continue to be driven by the tension...

What is a midterm election market check-back? It refers to historical observations that, during the summer of a midterm year, stocks tend to revisit their...

Many are asking: What does a Kevin Warsh–led Federal Reserve mean for interest rates? The nomination of Kevin Warsh points toward a more rules-based monetary...

From Shock to Complex Stabilization April 2026 marked a transition from the geopolitical shock of March toward a more stable—though still uncertain—macro environment. While tensions...

What Is Happening on July 1, 2026? The upcoming July 1, 2026, milestone is not simply a routine meeting. It is a formal Joint Review...

The global energy system faced a sudden disruption following the U.S. military escalation involving Iran on February 28, 2026. In the weeks that followed, tensions...

Volatility is Back, One Year Later In a Nutshell March 2026 will be remembered as a month when geopolitical shockwaves from the Middle East collided...

After a multi-year rally in U.S. equities, concerns are growing ahead of the November 3 midterm elections. Historically, markets have experienced mixed to weak performance...

For decades, U.S. investors could afford to think locally. The dollar dominated global trade, domestic markets rewarded concentration, and currency risk felt distant. Today, that...

The purchasing power of a dollar has declined over time. Everyday expenses, from housing to healthcare, continue to rise while persistent fiscal pressures and $38...

May This Be the Last Oneful Start to the Year Digressing into March, we must open our monthly market commentary with — surprise, surprise —...

For the first time in over a decade, international markets significantly outpaced the U.S. While the S&P 500 delivered a respectable 17.9% return, it was...