This quarter we discuss the 2025 outlook and potential market impact policies of the new administration may have on markets.

This quarter we discuss the evolution of China's property crisis and the challenges policy makers face correcting it.

This quarter we discuss why the labor market is stronger than many people think

Our thoughts on the Fed, elections and impact on markets in 2024

The demise of U.S. consumer has been greatly exaggerated. We look at drivers of consumer spending and a resilient economy.

Returns in the first half of 2023 have been impressive, but the inflation battle is till not over.

This quarter we discuss the recent turmoil in the banking sector and its affect on the Fed and markets

This quarter we discuss the challenges the "60/40" model faced in 2022 and benefits of our more diversified approach.

This quarter we discuss how far the Fed needs to hike before it reaches its "terminal" Fed Funds rate. We also highlight the effect of...