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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Economics Weekly: The Dollar Dilemma
While further softening in the exchange rate is expected, in this Economics Weekly, Richard de Chazal discusses why the U.S. is likely still unable to shed its exorbitant privilege and reserve currency status anytime soon, even if there are many reasons to think it might want to.
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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, Richard de Chazal discusses the current tariff situation, what the Trump administration is hoping to achieve, and the potential impacts on growth and inflation. He also includes 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.
