Macro matters: Rethinking the interest rate outlook
Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?
Macro matters: Markets bear the brunt of yield curve steepening
How higher interest rates could continue to challenge public equities and bonds. Read the latest update from our research team.
Macro matters: Hot summer / Cooling CPI
In the midst of record-breaking heat, markets are breathing a collective sigh of relief as inflation finally shows widespread cooling.
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.
