Introducing the IPO Class of 2026
An explanation of the IPO process, high-profile candidates, and context on potential market impacts.
Markets Tested as Iran Conflict Continues
How the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.
Could Limiting Institutional Buyers Fix Housing Affordability?
On January 7, 2026, President Trump announced a proposal aimed at limiting large institutional investors from buying additional single-family homes. Will this make it easier for American families to buy homes?
Venezuela’s Place in Oil Markets
Venezuela’s economy is deeply intertwined with its trade relationship with the United States. Roughly half of the country’s exports are destined for U.S. markets making American demand a critical driver of Venezuelan economic stability.
Eight Things to Know About Government Shutdowns
It appears the federal government is shutting down today, October 1, as Congress has failed to agree on funding legislation for the upcoming federal fiscal year. If the shutdown occurs, it will be the first one since 2019 and the 21st since 1976.
Artificial Intelligence: The Antidote to Fed Policy?
While some are drawing parallels between the current period and the late-1990s tech bubble and concluding that a crash may be coming, that’s not our view at all. This market environment is very different.
Are Rates Too High? Too Low? Just Right? Depends on Who You Ask
Much has been made of the volatility in the bond markets this year. Over the past few months, Treasury yields have frequently moved 0.20% in a day—something that hasn’t happened in decades.
6 Things to Know About Stocks and Recessions
Yesterday, the Federal Reserve released the minutes from its March Federal Open Market Committee meeting. In the section summarizing staff projections, to the surprise of some, the staff explicitly forecasted a recession.
English Premier League Soccer Kickoff: Do Stocks Cheer Red Or Blue?
Just for fun: A look at the English Premier League Soccer Kickoff (and Stocks)
7 Things To Know Now That The Bear Is Here
On Monday the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high. Here are 7 things to know about bear (and bull) markets.