Market and Economic Insights

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

Our Latest Insights

Friday, August 15, 2025

Economics Weekly: Is Slowing Employment Growth Demand- or Supply-Driven?

Chair Powell’s comments at the press conference for the latest FOMC meeting highlight one of the biggest challenges for the Fed (and financial market participants) at the moment—deciding how much of the slowdown in the labor market is due to a shortage in the supply of workers and how much is due to softening demand.
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Tuesday, August 5, 2025

Monthly Macro: Tariffs, Tokens, and Smidcaps

William Blair macro analyst Richard de Chazal dissects July’s economic surprises—from noisy GDP data and sticky inflation to the disruptive rise of stablecoins and a renewed case for small- and midcap stocks.
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Friday, July 18, 2025

Economics Weekly: Stablecoins the Great Disrupter?

In this Economics Weekly, Richard de Chazal discusses the topic of stablecoins, what’s attractive and not attractive about them, what risks they pose, why the central bankers worry about them, and why fiscal policymakers favor them.
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Friday, July 11, 2025

Economics Weekly: Is This Dollar Regime Change?

In this Economics Weekly, Richard de Chazal reassesses the current dollar regime and why we might now be at a turning point for the currency.
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Monday, June 30, 2025

Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting

William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.
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Friday, June 27, 2025

Economics Weekly: Midyear Update: Resiliency Amid Uncertainty

In this Economics Weekly, Richard de Chazal presents a midyear update, with a review and preview of the first and second halves of 2025.
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Friday, June 20, 2025

Economics Weekly: Snapshot of a Slowing Labor Market

In this Economics Weekly, Richard de Chazal takes a fresh look at the latest employment data.
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