Showing 7–12 insights out of 26 results
Macro matters
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.
Macro matters
Macro matters: Inflation Groundhog Day
Another CPI report, another upside surprise. We dig into the inflation data, the recent pattern around market reactions, and why the present environment could extend well into 2023.
Macro matters
Macro matters: Are we in a recession?
Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.
Macro matters
What a red-hot labor market means for the economy
June added 850,000 new jobs, but the underlying trends in the labor market defy any prior cycle in ways that could add to inflation and complicate Fed policy.
Macro matters
Higher inflation: Technical, transient or structural?
Why prices rose and what it could mean for investors.
Macro matters
Rates are rising, with big implications for investors
How far will yields go — and why now?
Showing 7–12 insights out of 26 results