Macro
Q4 2024 Economic outlook: Landings are bumpy
Soft landing or hard landing? The economy is on approach, but policy uncertainty from the Fed and elections could make the landing bumpy.
More of our insights
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Chart of the week
Rising term premium a caution sign for markets
The elevated Treasury term premium may reflect growing concern over U.S. debt levels and geopolitical tensions.

Podcast
The Takeaway: The Galactic Mean Reversion is back
Our Chief Market Strategist dives into his latest strategy note on what trade policy may mean for public equities and how investors can respond.

Podcast
Tariffs, trade and taxes: An update from Washington, D.C.
Head of Public Policy Jason Cole joins the Investment Research team to analyze the post-Liberation Day path forward and what it means for investors.

Podcast
Tariffs: Impact on private markets
Listen to the latest episode of the FireSide podcast.

Strategy note
What should investors do next? Examine contributing parts of GDP
Our Chief Market Strategist examines U.S. gross domestic product to see what’s next for the economy.

Economic outlook
Q2 2025 U.S. economic outlook: Economic severance
Outward metrics show resilience; inward sentiment tells a different story. Market volatility is likely to persist until the understanding of government policy impact is better refined.
Showing 1–6 insights out of 395 results