Why Did Markets Get It So Wrong on Tariffs?
At the start of the year, many experts were ringing alarm bells about the economy and markets. They…
Why Fiscal Dominance Means You Should Buy Stocks
The stock market since 2022 has remained resilient in the face of significantly higher interest rates, stubborn inflation,…
Bank Results Show the US is Doing Well
JPMorgan, Citigroup, Wells Fargo, and Bank of America, four giants that collectively represent around 40% of the entire…
Why the Economic Outlook Continues to Support Risk Assets
It’s easy to get caught up in scary headlines about debt, sluggish job growth, and political uncertainty. But…
S&P 500 At New All-Time Highs! Reasons to be Optimistic
You do not need to be an economist to sense that many people remain pessimistic and cautious about…
The Fed Should Cut Rates
Back in December, the US Federal Reserve hit pause on its long-anticipated interest rate cutting cycle. Policymakers were…
An Update on the Magnificent 7… and the US Dollar
The story of this year has been global stock markets outperforming US markets. But recently, the US market…
Insights from Major Retailers: The State of the Consumer
In recent weeks, many large US retailers have published their latest financial results. These include major names like…
Why We’re Bullish on Latin America: Brazil and the Opportunity of Being in the Middle
In a world increasingly shaped by strategic rivalry between the United States and China, Brazil and other medium-sized…
US Inflation: No News is Good
In April, the overall rate of inflation in the United States came in at 2.3% compared to the…