US Labor Market Fragility Puts Fed on Track for Cuts
“Inflation is easing, equities remain resilient despite short-term volatility, and rate cuts are now firmly on the table.”
Market Viewpoints
Trump Wants Rate Cuts — And He Wants Them Now
We’re seeing a subtle shift in tone from key Fed officials, yet Fed Chair Jerome Powell may be gone soon.
Decoupling Delayed: US & China reassess economic separation
Stocks have rebounded since Trump’s tariff backpaddling and concessions. But there are still signs of strain in the bond market.
Back to Tariffs Again, but Credit Markets Remain Calm
Tariffs are once again thrust into the spotlight.. However, there is a silver lining: Bond market volatility is not showing signs of stress
Is MAGA Becoming Too Much? Time to Shift the Focus to MEGA?
“Europe is at a crossroads and must embrace reform to revitalize its economic prospects and Making Europe Great Again (MEGA)”