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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Monthly Macro: China's Open-Weight Challenge and the Future of AI Economics
William Blair macro analyst Richard de Chazal and group head of technology, media, and communications Arjun Bhatia examine how low-cost, open-weight AI models, many of them emerging from China, are reshaping competition across the AI ecosystem and challenging assumptions about the future economics of artificial intelligence.
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Economics Weekly: Poetry in Numbers
In this Economics Weekly, Richard de Chazal uses poetic license to adapt the interpretation of the poem, The Red Wheelbarrow, to what is taking place today in the financial markets and with the evolution of AI—a shift from the enablers to the adopters, from narrative to the numbers, and from free cash flow spending to returns on that invested capital.
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Monthly Macro: The Work AI Cannot Reach
Spanish economist and former Member of the European Parliament, Luis Garicano, Ph.D., joins William Blair macro analyst Richard de Chazal to discuss why AI is more likely to reshape jobs than replace them outright, arguing that the most valuable work combines cognitive, relational, and physical tasks that remain difficult to automate.
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Economics Weekly: Money Matters Again – Inflation and the Fed’s Evolving Framework
In this Economics Weekly, Richard de Chazal looks at the past remarks of Greg Mankiw, who was appointed (along with William White and Thomas Sargent) to examine the Fed’s inflation framework, to gain insight into the kinds of changes we might expect to see.
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Monthly Macro: AI Booms, Inflation Bites, Fed Shifts
William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kevin Warsh’s early approach as Fed chair are shaping the macro outlook for the second half of 2026.
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