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Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...
AI leadership has left many stocks moving to a different rhythm. Investors should tune in. Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...
The US dollar led G10 currencies in June on resilient growth and higher yields, but softer payrolls may slow momentum.
As business leaders review midyear performance, boards and executives note ongoing volatility across geopolitics, AI and new technologies, economics, and people risk.
Japan has spent the past year as one of the developed world’s most out-of-favour government bond markets. While Japanese government bonds (JGBs) have recently outperformed, it remains to be seen wh...
Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...
US consumer price index (CPI) inflation eased more than expected in June, reducing the probability of a hike at the Federal Open Market Committee (FOMC) meeting later this month.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Section 125 cafeteria plan rules allow employees to change health plan elections mid-year when employers make significant changes to the employee-share of the premium, creating a mini open enrollment.
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