Insights

In the past few weeks, a series of measures have been announced by China: interest rate cuts, funds to support the stock market, and the lowering of downpayment requirements on homes, amongst other things.

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

We discuss the second-quarter earnings season, which is just wrapping up, and offer insights into the current state of the U.S. consumer.

While we tend to focus on issues in North America, we also closely monitor developments overseas. Below, we take a closer look at Europe, discussing a few developments and providing a brief investment update.

... we believe that we remain in a window of time where the range of potential U.S. economic outcomes remains wider than normal given the significant change in interest rates that occurred over the past few years...

In recent months, concerns have re-emerged in the U.S. regional bank sector, with investors focused on potential losses in commercial real estate loans. These loans are disproportionately held by small to mid-size U.S. banks.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.