Global Insight – February 2025
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making
Beyond the horizon.
Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession.
As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making
Beyond the horizon.
Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further ste