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Senior Investment Advisor
Investment Advisor
The U.S. central bank wields a powerful hammer with its ability to move interest rates. Despite its strength, though, we think the central bank is poorly suited to address key concerns arising from high oil prices and the rollout of AI.
In what follows, we outline a range of scenarios and how we’re thinking about the current oil price shock. 1. Higher oil will drive...
With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.