Monthly Commentary – March 2025
Germany: Whatever it Takes Friedrich Merz, Germany’s newly elected Chancellor, faces a difficult road ahead. He must govern the politically...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 (03.04.25)
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Market Musings – 02.28.2025
Nvidia’s Earnings Report: It’s All Relative “Good, not great”, “underwhelming”, “subdued”. These were some of the ways in which the...read more
Weekly Updates from the CIO (02.25.25)
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Market Musings – 02.24.2025
Let’s Talk Evolution: AI’s Evolution Think of a city being built from the ground up. The first things that must...read more
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
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