Insights
Don’t worry, be happy? Worry a little, but let the data and facts guide and calm
Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500...
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...