With uncertainty about tariffs fading, the Federal Reserve looks like the next target for shifting macroeconomic policy. Meanwhile, the housing market is showing signs of potential improvement.

August 11, 2025

Trends to Watch

Keeping government debt, international markets and equity sticker shock in perspective could help investors find potential opportunities beyond the headlines dominating the current economic environment.

August 4, 2025

A Deeper Look at Current Trends

Sustained improvement in the market will likely depend on reducing uncertainty, especially around the impact of tariff policy. Meanwhile, a weaker dollar could actually be good news, especially for investors considering foreign markets.

July 28, 2025

Opportunities on the Horizon

Cautious optimism about Federal Reserve easing, fiscal stimulus and the potential effects of the AI revolution could produce potential opportunities for risk assets, fixed income investments and more.

July 21, 2025

Change Brings Opportunities

The shift from consumer-driven to investment-driven growth and the uneven penetration of Artificial Intelligence across sectors could yield potential opportunities for investors. The future of the copper market looks less clear, however.

July 14, 2025

Tailwinds Favor a Continued Uptrend

Pro-business government measures, a tame Federal Reserve, and an extended economic cycle bode well for equity markets. With momentum building for further upside following the first-half turnaround, we suggest staying invested.

July 7, 2025

Variables to Watch in Q2 Earnings

With earnings season approaching, a focus on five key variables can give investors a fuller picture of a company's health. For a broader market perspective, investors should consider the U.S. economy's dominance and the role of foreign investment.

June 30, 2025

Navigating an economic soft patch

The U.S. economy appears to be in a mid-cycle “soft patch," but a resilient labor market has eased slowdown concerns. As rising geopolitical turmoil and protectionism dominate global headlines, gold and other commodities stand to benefit.

June 23, 2025

A Spotlight on Currency

Depreciation in the U.S. dollar could drive significant earnings growth for U.S. multinationals across sectors, particularly in a newly resurgent European Union. And as everyday technology becomes more reliant on Artificial Intelligence, access to water will be key.

June 16, 2025

Looking Past the Tariff Impasse

While strong underlying fundamentals suggest the market expansion is likely to continue, tariff uncertainty continues to weigh on technology stocks. In the U.S. Treasury market, a potential buyers' strike merits close watching.

June 9, 2025

Cutting through the Clutter

Amid a flood of daily data, we encourage investors to look deeper for what matters. Easing policy uncertainty could benefit stocks, but we're watching how the trade wars could impact US data.

June 2, 2025

Strong Fundamentals and Continued Uncertainty

Beyond the daily noise, we still see sturdy fundamentals that support market growth and potential outperformance among risk assets. Interest rates, tariff-related pressures and the infrastructure implications of manufacturing remain concerns, however.

May 27, 2025

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