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Market and Economic Insights

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

Our Latest Insights

  • Economics Weekly: Iran, Energy, and the New Rules of Global Power

    In this Economics Weekly, Richard de Chazal attempts to lay out our view of the conflict, how this fits into the global geopolitical framework, and what this might mean for financial markets.

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  • Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners

    In this episode of Monthly Macro, macro analyst Richard de Chazal and William Blair’s co-head of technology, media, and communications research, Jason Ader, unpack the sharp selloff in software stocks and the growing fear around AI-driven disruption.

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  • 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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  • 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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  • 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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  • 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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  • 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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