Executive Summary: Recent inflationary developments increase the chance that the... Read All

Global equities mostly fell last week as strong Google earnings were overshadow...

Executive Summary: Neither the Fed’s dual mandate nor its official 2% inflation... Read All

TSMC held its 2026 Q2 earnings conference on July 16. Not only did revenue once...

Global markets pulled back as the Iran-Israel ceasefire collapsed and renewed p... Read All

The market is moving beyond a single dominant narrative. Capital is broadening... Read All

Executive Summary: The AI boom is fueling the Fed’s hawkishness, as Ed and Elias... Read All

Global markets absorbed a third round of US strikes on Iran and a Hormuz closur... Read All

What You Should Know As the first half of 2026 came to a close, global capital f...

Executive Summary: The June jobs report was widely characterized as weak. Ed and... Read All