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One of the key points that came out of last week’s FOMC meeting was that Fed Chair Kevin Warsh wants the bond market to do more of the heavy lifting with regard to fighting inflation and promoting...
Has the job market rebound faltered already?
We explore how macro movements change investment decisions.
Is weaker currency a sign of a problem or of recovery?
US-Japan yen intervention is an important signal for investors, and a supportive factor for Japan reemerging as an investable market.
With U.S. debt exceeding 120% of GDP, policymakers face a limited set of options to address the growing fiscal burden.
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
The RBNZ’s first rate hike since Maly 2023 represents the central bank’s first step in returning towards a neutral cash rate. However, we feel the point at which interest rates could be deemed neit...
We explore how AI-driven productivity gains could influence inflation and interest rates—and why the path from innovation to disinflation is far from straightforward.
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