Note

The debt ceiling is back. Like a reboot that no one asked for, the debt ceiling threatens to monopolize airtime this summer.

Capital spending has begun a seminal shift as the challenges from inflation, global unrest and supply chain disruptions form a new backdrop for executive decision makers.

The past three decades exhibited slow economic growth, declining interest rates and low volatility. Now we are entering a new era.

Our research team offers guideposts for equity investors.

With home price growth at its highest level since 2004, we break down key supply and demand drivers and look ahead to what’s next.