The Inflation Battle Is Not Over

 December 20, 2024 |Michael Capobianco
The Fed’s decision to cut interest rates by 25 basis points (bps) on Dec. 18 was hardly a surprise. The move was predicted by almost 90 % of economists surveyed by Bloomberg and was fully consistent with interest rate futures pricing ahead of the decision...
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The Risk Of Losing The Productivity Race

 December 13, 2024 |Michael Capobianco
Higher productivity has driven the U.S. economy ahead of others in recent years. This has forced other nations to meaningfully raise the stakes in the global race to harness emergent technologies such as Generative Artificial Intelligence (GenAI). Productivity...
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What Does 2025 Have In Store ?

 December 07, 2024 |Michael Capobianco
With a second Trump administration in the U.S. promising an ambitious agenda and possible trade tensions, how should investors position portfolios? Let’s examine the issues and opportunities facing economies and markets in 2025 and beyond. The last two...
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