After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....
A fright from the Japanese government bond market, President Donald Trump’s Greenlandic overtures (intensified then modified), and his nomination for the next Federal Reserve chair impacted the markets....
We generally equate January with a fresh start, but instead the major themes from 2025 carried forward....
For many of us, stock markets are where the fun is (because they’re growth obsessed and chock full of interesting stories). Bonds, on the other hand, can be tough to wrap our heads and hearts around....
The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...
The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......
Resilience and feedback and are two words that best sum up 2025. The year may also go down as the “t” year: tariffs, tensions, trade, TACO and Trump all featured prominently......
The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...
The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...