Insights

Our experts dive into their outlooks for macro and markets in the fourth quarter.

Head of Public Policy Jason Cole and Chief Economist Lara Rhame delve into the status on the election with just over one month before election day.

Fed rate cuts have not appeared to end rate volatility. Treasury yields retraced their decline as markets digested a still data-dependent Fed.

Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.

We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.

We dive into our recent research exploring the shifting role of banks amid the growth of private lending.