Stay up to date on the latest moves from major central banks across the world.

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.

Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?

How higher interest rates could continue to challenge public equities and bonds. Read the latest update from our research team.

When expectations are so positive, the threshold for a downside surprise becomes incredibly low. Publicly traded equities may be particularly vulnerable in the coming quarter.

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.

In the midst of record-breaking heat, markets are breathing a collective sigh of relief as inflation finally shows widespread cooling.

Read Chief U.S. Economist Lara Rhame’s four big takeaways after a crazy week for markets.

Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.