Latest Insights

Weekly Highlights
4/11/25: Tariff Turmoil Keeps Markets Volatile Amid Signs of Cooling Inflation
US tariffs create market volatility; economic indicators show easing inflation and strong labor market despite trade tensions with China.
April 11, 2025

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