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Market and Economic Insights

Our timely perspectives on macro events and market trends shaping the global financial markets.

Our Latest Insights

  • Economics Weekly: The Dollar – Where to From Here?

    In this Economics Weekly, Richard de Chazal once again discusses the dollar—what is driving it in the near term and in which direction it is likely to head over the longer term.

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  • Economics Weekly: Choose Your Own Inflation Metric

    In this Economics Weekly, Richard de Chazal discusses some of the alternative measures of inflation and what might be the best approach in this uncertain environment.

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  • Economics Weekly: Warsh Wants Us to Think More About the Supply Side of the Economy

    In this Economics Weekly, Richard de Chazal contrasts the philosophical approaches taken by more recent Fed chairs with the approach that Kevin Warsh seems to be proposing.

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  • Economics Weekly: El Niño, the Next Supply Shock?

    In this Economics Weekly, Richard de Chazal looks at the potential impact of El Niño and how central bankers should be thinking about it.

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  • Replay: Macro Perspectives from William Blair’s 46th Annual Growth Stock Conference

    During the 46th annual Growth Stock Conference, William Blair macro analyst Richard de Chazal examined a changing macro backdrop, highlighting a shift toward a more structurally inflationary environment.

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  • Macro Highlights From William Blair’s 46th Annual Growth Stock Conference

    In this special Economics Weekly, we highlight some macro commentary that stood out to us at the conference regarding the general economy, what’s happening with AI, the capex expansion, the state of the consumer, and inflation, as well as more thematic issues.

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  • Economics Weekly: The World Cup and Equity Markets

    In this Economics Weekly, we assess the economic impact of the World Cup on the host nations and consider how it fits into an increasingly competitive geopolitical backdrop.

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  • Economics Weekly: U.S. Consumer Is OK, but This Is Not a Consumer-Driven Expansion

    In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven recovery—it’s a capex one.

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  • Economics Weekly: The Curious Case of Quality

    In this Economics Weekly, we discuss the curious case of quality stocks, why they have suffered, and why we think now is an attractive time for investors to recast their attention to this part of the market.

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  • Economics Weekly: Curb Your Enthusiasm (for a Housing Recovery)

    In this Economics Weekly, Richard de Chazal examines the U.S. housing market and discusses its opportunities and challenges in the year ahead.

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