Insights

1 minute read

Will the relief rally — and fragile Iran ceasefire — hold?

7 minute read

But will the Iran conflict weigh on employment in the coming weeks?

1 minute read

Much depends on how long the Strait of Hormuz is blocked during the Iran conflict.

6 minute read

Will its next policy move be another pause, a cut or a hike? It depends.

8 minute read

If the Iran war does not derail it, the US economy should remain strong.

1 minute read

Rise in oil prices might goose inflation just as the US labor market appears to be weakening.

1 minute read

US labor market was strong across the board in January.

6 minute read

Equity rally broadens out amid positive January Barometer.

6 minute read

Policy fog now begins to lift after this week's rate-cut pause.

1 minute read

We think GDP growth could reach 3.3% in 2026.

5 minute read

But midterm elections and Fed leadership transition could spark volatility.

7 minute read

In the wake of the passing of Trump’s signature bill, reducing the federal debt requires out-of-the-box thinking. 

8 minute read

Chair Powell on the hot seat.

7 minute read

Stocks are on a tear, but investors may consolidate gains.

8 minute read

The strong labor report for June likely keeps the Fed on pause in July.

6 minute read

Stocks mount powerful rebound despite policy concerns.

7 minute read

Central bank waiting for fiscal and geopolitical policy developments to unfold before cutting rates.  

6 minute read

Storm clouds on the horizon, but confidence is rebounding.

1 minute read

With inflation under control, the Fed should cut rates twice later this year.