More of our insights
Why the July Fed meeting could spark volatility
Dovish enough? Here’s why the Fed’s rate cut could leave investors disappointed.
My two favorite recession indicators
Our economy is slowing, and with partial yield curve inversion, investors are worried we’re heading into a recession. But two other indicators have a better track record at signaling one.
As market cheers, policymakers see rising risks
All rise? Rate cut expectations, stocks and the FOMC’s projection of economic risks are all increasing. See how they’re connected and what this could signal for investors.
Midyear 2019: The corrosive effects of policy uncertainty
The unknowns facing our economy, along with a tight labor market and deteriorating business sentiment, are slowing growth and may amplify volatility.
Be careful what you wish for: Fed lays groundwork for summer rate cut
We believe the Fed should take a cautious approach to cutting rates, despite the short-term benefit to financial markets.
Anatomy of an economic slowdown – economic uncertainty becomes a headwind
Softening data YTD and yield curve inversion have raised concerns that growth could slow more sharply than expected, or even contract, resulting in a recession.
