Insights
Earnings drive the rally as risks linger
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across...
Europe becoming Iran War victim
Most of my work focuses on the United States economy for obvious reasons: the majority of our clients have the...
The Iran war: Impact beyond the battle zone
Economic growth and inflation pressure in question This commentary was prepared during a period of rapidly evolving...