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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.
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.
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.
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?
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.
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.