Market and Economic Insights
Our timely perspectives on macro events and market trends shaping the global financial markets.
Our Latest Insights
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Navigating Economic Opportunities Amid Global Shifts
Olga Bitel, partner and global strategist at William Blair, shares key insights into navigating the new reality as the global economic landscape shifts in response to the new U.S. administration’s policies, as investors face both challenges and significant opportunities.
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Economics Weekly: Special Report on Liberation Day Tariff Announcements
In this special report on tariffs, we discuss the current tariff situation, what the Trump administration is hoping to achieve, and the potential impacts on growth and inflation. We also include thoughts from our research analysts whose companies are most directly impacted by President Trump’s announcements.
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Monthly Macro with Richard de Chazal—March 2025
William Blair macro analyst Richard de Chazal discusses the juxtaposition between weak consumer sentiment and solid economic data, exploring whether a recession is imminent and the implications of shifting inflation regimes, fiscal policy dominance, and ongoing tariff uncertainty.
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Economics Weekly: Debt, Tariffs, and Tax Cuts
In this Economics Weekly, we again examine the tariff question, but home in on how it relates to the market’s next major hurdle, which is extending the 2017 tax cuts, and the ultimate goal of all these changes, which is to bring down debt and restore confidence in U.S. public finances.
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Monthly Macro with Richard de Chazal—February 2025
William Blair macro analyst Richard de Chazal reflects on February’s economic narratives, including the impact of noisy data, government spending cuts, climate change, mass deportations, recent inflation data, and the evolving nature of inflation on future monetary policy decisions.
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William Blair Thinking Podcast – Monthly Macro: 2025 Kick-Off
In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape since the start of the year. He explores the implications of recent executive policies, the Fed’s decision to hold rates steady, the unusual behavior of Treasury yields, and what these developments mean for the economy as we move further into 2025.
