Latest financial insights & resources
Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.
2024 ELECTION
How presidential policy proposals may shape markets and the economy
As we inch closer to election day, we assess the candidates’ policy pronouncements, focusing on those most impactful for the economy and markets: taxes and fiscal policy, regulation, and trade.
U.S. deficit
It gets worse before it gets better
The federal government ran a fiscal deficit in all but five of the last 62 years, with frequent episodes of investor concern and political rancor over the sustainability of fiscal policy. Despite projections of fiscal peril, and thanks to greater demand for Treasuries, the U.S. has avoided a government debt crisis—so far.
MARKET VOLATILITY
Soft landing or crash landing? Assessing the recession trade
Are we headed for a near-term recession, or are markets overreacting?
2024 ECONOMIC OUTLOOK
Mid-year outlook
With a favorable trajectory for inflation and expectations for a slower growth economy, we explore the factors and conditions likely to influence the economic landscape in the second half of the year.
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