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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: Fed Independence, Fiscal Dominance, and How Government Debt Problems Manifest

    In this Economics Weekly, Richard de Chazal discuss the early signs of a shift toward fiscal dominance and the gradual erosion of Federal Reserve independence—developments that carry significant implications for both the economy and the investment landscape.

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  • Economics Weekly: BNPL a Growing Credit Concern?

    In this Economics Weekly, Richard de Chazal discusses the overall resilience of the U.S. consumer, emerging financial stress among lower-income households, and the growing implications of buy now, pay later (BNPL) credit usage.

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  • Economics Weekly: What Will Drive Interest Rates Over the Next 75 Years

    In this Economics Weekly, Richard de Chazal runs through one such paper presented this year that offers a look back and a look forward at the real neutral rate of interest (r-star).

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  • Monthly Macro: Retail’s Reality Check

    William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings, exploring the impact of tariffs, supply chain shifts, and what it means for the holiday season.

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  • Economics Weekly: Has Something Fundamental Changed in the Housing Market?

    In this Economics Weekly, Richard de Chazal discusses the current housing market and what may or may not have changed to merit a shift in market sentiment.

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  • 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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  • 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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