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Election 2024—Congress matters

Head of Public Policy Jason Cole and Chief Economist Lara Rhame delve into the status on the election with just over one month before election day.

Election 2024—Biden withdraws: What’s next in politics and markets?

Head of Public Policy Jason Cole and Executive Director of Research Andrew Korz delve into the potential political response and market impact.

Election 2024—100 days before the vote: Market and policy impact

We dive into potential policy decisions, market implications and investor playbooks as the country speeds toward November.

Election 2020: Polls, policies and market impacts

Markets are squarely focused on the outcome of the upcoming U.S. election, which poses significant uncertainty for equity markets and interest rates.

Economy going at the speed of light – what could go wrong?

What does the future hold for this rapidly paced market?

Economists hike forecasts, but not for stocks

Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?

Economic sentiment falls, merging with hard economic data

Business and consumer sentiment is falling in line with “hard” economic data. Get insight into why and what this could mean for investors.

Economic growth: Perception vs. reality

Is Q1 growth data too pessimistic or is rising consumer and business sentiment too optimistic?
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