Market and Economic Insights

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

Our Latest Insights

Friday, February 20, 2026

Economics Weekly: Modern Day Engels’ Pause Is Not the Inevitable Outcome of AI

In this Economics Weekly, Richard de Chazal constructs a few scenarios around the current AI revolution and why we should not view that outcome as an unfortunate accident, but rather as a result of the decisions we make today.
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Friday, February 13, 2026

Economics Weekly: The Industrial Rotation

In this Economics Weekly, Richard de Chazal looks at what the financial market and real economic data are telling us about the durability of the rotation toward industrials as well as where this recovery could hit major roadblocks.
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Friday, February 6, 2026

Economics Weekly: A Look Ahead at the 2026 Midterms

In this Economics Weekly, we examine the key issues shaping voters’ views as the November midterm elections approach, assess which parties are most likely to control the House and Senate, and consider the potential ramifications for the remainder of the Trump presidency.
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Wednesday, February 4, 2026

Monthly Macro: Geopolitics, Inflation, and the Fed

William Blair macro analyst Richard de Chazal breaks down rising geopolitical tensions, sticky inflation risks, Fed policy uncertainty, and the durability of U.S. growth amid fiscal stimulus and the evolving AI-driven productivity cycle.
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Friday, January 30, 2026

Economics Weekly: The Capital Investment Wave Continues

In this Economics Weekly, we outline our key arguments for the capex revival and what has changed over the last year or so, particularly with regard to the policies that the Trump administration is attempting to institute.
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Friday, January 23, 2026

Economics Weekly: There's Something About Kevin

In this Economics Weekly and ahead of what could be next week’s Fed chair announcement, Richard de Chazal discusses the leading candidates for the role.
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Friday, January 16, 2026

Economics Weekly: The Labor Market May Not Be Quite as Weak as Believed

In this Economics Weekly, Richard de Chazal reexamines the labor market data and the current market narrative of an unfolding deceleration in employment growth.
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