Latest Insights

Weekly Highlights
4/4/25: US Tariffs Spark Trade Tensions and Market Volatility
Trade tensions were the main focus this week after President Donald Trump announced broad new tariffs on April 2.
April 4, 2025

Weekly Highlights
3/28/25: Policy Uncertainty, Consumer Retrenchment, and Slowing Job Growth
The elevated level of policy uncertainty emanating from the new administration is taking its toll on the current valuation of risk assets
March 28, 2025

Weekly Highlights
3/21/25: Labor Market and Consumer Remain on Solid Footing
This week provided some insight into the course of monetary policy amid the ongoing uncertainty surrounding fiscal policy.
March 21, 2025