Monthly Commentary – February 2025
Distilling the Implications of US Tariffs Over the past month, the world has been shaken by a dizzying number of...read more
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Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today.
Weekly Updates from the CIO (02.11.25)
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Market Musings – 02.07.2025
Earnings Season: Half Time Report With 60% of the companies in the S&P 500 having already reported earnings, several trends...read more
Weekly Updates from the CIO (02.04.25)
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Market Musings – 01.31.2024
From the Uneventful to the Revolutionary: The Fed and DeepSeek A Whirlwind. That is one way to describe this past...read more
Weekly Updates from the CIO (01.28.25)
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Market Musings – 01.24.2024
Brazil – Are we there yet? Brazil ended 2024 on a complicated note, with challenges looming on the fiscal front...read more
Weekly Updates from the CIO (01.24.25)
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Quarterly Call Q1 2025
Introduction: Nation Over Empire – A Defining Choice for the United States and the WorldAmerica’s Steady Exceptionalism2025 Global Macroeconomic ForecastGlobal...read more
Weekly Updates from the CIO (01.14.25)
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Weekly Updates from the CIO (12.17.24)
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Monthly Commentary – December 2024
La Libertad Avanza? When the Milei administration took office almost a year ago, it was handed an economy in poor...read more