The Federal Reserve’s imperfect toolbox

 March 13, 2026 |Atul Bhatia, CFA

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.

Read more
banner

Oil price shock: Higher US inflation could weigh on consumers

 March 11, 2026 |RBC Economics
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 up inflation but the magnitude depends on the persistence of the shock Headline inflation has now exceeded 2% for nearly...
Read more

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

 March 06, 2026 |Kelly Bogdanova

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.

Read more

Categories

Archives

December Q&A Call with Andy

Since our last Q&A call there has been lots of activity in the markets in addition to several important developments on the economic, political, and scientific front. With this in mind, Andy hosted a conference call on December 9th to answer any questions that our clients might have had as we head into 2021.