How Markets Reached All-Time Highs

 November 21, 2025 |Michael Capobianco
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. Let’s unpack the potential implications for economic stability and Federal Reserve policymaking. In recent years, The U.S. has cut interest...
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Is Too Much Control A Good Thing ?

 November 14, 2025 |Michael Capobianco
The Trump administration has made broad interpretations of existing legislative authority to make unilateral policy moves. Let’s examine how centralized decision-making raises concerns and the implications for the global economy. The Trump administration...
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The Implications of U.S. Dollar Weakenss

 November 07, 2025 |Michael Capobianco
The U.S. Dollar has had a volatile year. Today we will examine reasons for this and the longer-term challenges ahead. After a sharp slide in first half of 2025, the Dollar has settled into a narrower range. Foreign demand for U.S. assets was more resilient...
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