Market and Economic Insights
Our latest insights on current macro events, forward-looking equity market trends, and timely perspectives on the dynamics shaping the global financial markets.
Our Latest Insights
Fed’s Message to the Market: Mission (Not) Accomplished (Just Yet)…
On Wednesday the Fed announces its first policy decision of 2023 after a strong rally by stocks in January. But, did the Fed get the market’s memo, or will they pour water on the soft-landing party?Read more
Is a Fed Pivot in the Cards?
With the next Fed meeting still a few weeks away, we look at the recent messaging from Fed Chair Powell to decipher how they are trying to pull rate expectations higher and dissuade the market from prematurely pricing in a pivot.Read more
What Will Drive the Economy in 2023 as Inflation Stays High?
William Blair economists Richard de Chazal and Olga Bitel share their economic outlook for the year ahead.Read more
Will 2023 Be the Year of the Great Reveal?
While financial markets continue to make adjustments to future growth expectations, what will next year’s “great reveal” of earnings results unveil? See what three factors we will be keeping an eye on in 2023.Read more
Private Wealth Market Review and Outlook
While no year ever turns out to be exactly as predicted at its start, this past year’s expectations were thrown for a particularly large loop following the Russian invasion of Ukraine. The invasion was a wake-up call, or reminder, of just how delicate geopolitical stability is, and just how globalized and interconnected our world has become on the back of that stability.Download this report
Insights from Richard de Chazal, CFA, William Blair Equity Research's macroeconomist, covering the U.S. economy and financial markets.
03/24: Commercial Real Estate Another Bump in the Road?
03/17: The Fed's Powerful New Tool—The BTFP
03/13: Silicon Valley Bank a Stress Test For the Financial System
03/10: Higher Rates and Risks of Ketchup Bottle Moment