Market and Economic Insights

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

Our Latest Insights

Tuesday, December 23, 2025

Inflation and Growth: The Balancing Act for 2026

Investors and policymakers are preparing for a complex landscape in 2026. Learn why inflation remains stubbornly high, how central banks are responding, and what it means for investment strategies in the year ahead.
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Friday, December 19, 2025

Economics Weekly: The Supreme Court on IEEPA – What Changes, What Doesn’t

In this Economics Weekly, Richard de Chazal considers the possible outcomes of a Supreme Court ruling and what they could mean for trade policy.
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Thursday, December 18, 2025

U.S. Energy Policy in a Multipolar World

If the world shifts towards a multipolar economic system, America faces the hard reality of reindustrializing. Explore the critical choices ahead for U.S. policy, its advantages over Europe, and why reliable, dispatchable baseload power is the key to reindustrialization.
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Friday, December 12, 2025

Economics Weekly: Dissent at the Fed and What Will Happen in 2026

In this Economics Weekly, Richard de Chazal looks at the history of dissent at the Fed and how the makeup of the FOMC looks heading into 2026.
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Monday, December 8, 2025

Economic Outlook 2026: Glass Half Full

Looking toward 2026, despite some mounting trepidation about the labor market, it is quite likely that economic growth will broaden and possibly accelerate, but with the corollary of still high inflation.
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Wednesday, November 12, 2025

Drilling Faster, Smarter: The New Era of Energy Productivity

Efficiency gains and strategic breakthroughs are reshaping the future of oil and gas.
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Friday, November 7, 2025

Economics Weekly: Shutdowns, Tariff Rulings, and Jobs

In this Economics Weekly, Richard de Chazal discusses the current state of the shutdown and how it could end; what the Trump administration may do next if IEEPA’s use is deemed unjustified; and the latest employment data, given today would have seen the release of the October employment report.
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