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Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.

2024 ECONOMIC OUTLOOK

And you thought last year was interesting…

The economy performed admirably in 2023 despite expectations of persistent inflation and an anticipated recession. We lay out why we believe 2024 will be more challenging.

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FISCAL POLICY

US deficit outlook and implications

We look at fact and fiction when it comes to the federal deficit as we consider the implications for financial markets.

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CRYPTOCURRENCY

Bitcoin: Is it a good investment?

With the SEC’s recent approval of 11 spot Bitcoin ETFs, we weigh the merits of cryptocurrency as a long-term investment holding.

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U.S. ECONOMY

Big questions for the new year

As 2023 nears an end, we're diving into what might shape markets in 2024. We're asking: Can inflation continue to fall without recession? Will a “real” equity bull market take hold? And if so, will geopolitical issues get in the way?

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U.S. ECONOMY

Cash is king...but uneasy lies the head that wears a crown

When financial markets enter a highly unusual state, it is a good time to consider the relationship between stocks, bonds and cash. We evaluate the risks of investor demand, Treasury supply and Federal Reserve policy, and consider the implications for holding heavy cash positions in the current environment.

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ARTIFICIAL INTELLIGENCE

Artificial intelligence–ready or not, here it comes

The potential benefits are exciting; the risks are unnerving; and, despite the amount of overwrought hype, artificial intelligence (AI) is not a fad. Here's the first in our two part series exploring AI and its impact on innovation and the economy.

Read Part 1

Read Part 2

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