More of our insights
Macro matters: Four key takeaways from a wild week
Read Chief U.S. Economist Lara Rhame’s four big takeaways after a crazy week for markets.
Macro matters: The other big game
Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.
Macro matters: The Fed is from Mars, markets are from Venus
This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.
Chief U.S. Economist Lara Rhame’s 10 for ‘23
2023 will see easing inflation but rising risk of a recession. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
10 for ’22 Review
Chief U.S. Economist Lara Rhame looks back at her 10 for ’22 predictions and grades how accurate those forecasts were.
Charted Territory: Strong Dollar Playbook
The dollar has surged to multi-decade highs, complicating an already-challenged investing and policy landscape.