Macro
Q2 2024 Economic outlook: Balancing optimism with challenges
Optimism is stretching markets to new heights, but inflation is proving stubborn, limiting the scope of Fed rate cuts and putting upward pressure on rates.
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Podcast
3D Report: Q1 2024 Recap—Effectively valuing the Mag Six
Ryan Caldwell and Lara Rhame review the 3D Report for Q1 2024
Research report
Q1 2024 3D Report: The really big thing
There are periods when knowing many things and skillfully implementing them is the main source of alpha, but that hasn’t been the case since the financial crisis.
Podcast
3D Report: Q4 2023 Recap—The economy has to normalize
Ryan Caldwell and Lara Rhame review the 3D Report for Q4 2023.
Research report
Q3 2023 3D Report: The real world
The Treasury Department’s issuance of a significant amount of debt in July caused a profound shock to bond markets and left investors questioning the U.S. fiscal position.
Podcast
3D Report: Q2 2023 Recap—An exuberant upside surprise
Ryan Caldwell and Lara Rhame review the 3D Report for Q2 2023.
Research report
Q2 2023 3D Report: Do LEIs lie?
Are leading economic indicators sending false signals? If not, then Houston we have a problem.
Showing 1–6 insights out of 18 results