Archive

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 up inflation but the magnitude depends on the persistence of the shock Headline inflation has now exceeded 2% for nearly...

This week, we are going to look at how AI is coming for “your job” and how something called the “J-curve” may shed some light on how this is going to play out.

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.

While the serial novel got its start way back in the 17th century, it did not “get its sea legs” until Victorian era England. In 1836 and 1837, a 24-year-old journalist began publishing a series of related stories called “The Pickwick Papers”.

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

In an ever-increasingly complex and challenging world, successful individuals like you and families like yours need the right team of experts to support their financial journey. Led by your Investment Advisor, your team should have the skills and expertise...