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Recent Blog Posts

The Federal Reserve’s imperfect toolbox

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.

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Then and now: Market reactions to military conflicts and what they mean today

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.

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