With inflation continuing to rise and central banks beginning to act , we update our macro scenar...

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the...

Should investors be concerned about the US debt ceiling?  

The potential removal of the filibuster in the US senate may open the door to more legislative...

The pandemic has helped reset the US economic cycle, but perhaps not as completely as expected....

Antagonism with China is not a short-term feature of US politics; we believe it will influence...