As October kicks off, markets are digesting the Fed’s first rate cut since 2024 amid rising unemployment and sticky inflation. Despite a strong Q3...
Markets remain resilient, but cracks are forming. This video explores Fed policy, AI spending risks, labor softness, and shifting consumer sentiment...
Fed independence faces scrutiny, consumer spending softens, and corporate margins tighten. While risk assets remain resilient, rising volatility and s...
As political pressure mounts on the Fed and economic signals turn mixed, investors face rising uncertainty. This video explores key risks—from infla...
Why the markets are discounting inflation and betting that U.S. economic weakness is good news (think interest rate cuts). By David Baker, Senior Dire...
U.S. corporate profit margins could narrow quickly, especially if inflation surprises to the upside, prompting a broader re-evaluation of market prici...
Financial markets continue to adapt to the new paradigm as real interest rates remain elevated amid headline-driven trade negotiations, ambitious fisc...
With record highs recently hit, the factors likely to move the markets in the 2nd half of 2025. By Andrew Whitney, LNW Investment Associate.
A strong undercurrent of uncertainty continues, albeit muted by some progress on trade deals, a pro-growth budget bill and the potential for lower U.S...
