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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Monthly Macro: Geopolitical Shock, Inflation Risks, and a Market on Edge
William Blair macro analyst Richard de Chazal unpacks the market implications of the U.S.–Iran conflict, discussing how the war is reshaping inflation and growth risks and challenging central banks’ playbooks, and why markets may be underpricing the possibility of a more prolonged disruption. Richard also touches on emerging stress in private credit beneath the surface.
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Economics Weekly: Wobbles in Private Debt Market
One topic we have increasingly been receiving questions on over the last few weeks has been private credit, and in this Economics Weekly, we address concerns about whether recent emerging issues in the space pose a systemic threat to the banking system and the wider economy.
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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.
