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: Poetry in Numbers
In this Economics Weekly, Richard de Chazal uses poetic license to adapt the interpretation of the poem, The Red Wheelbarrow, to what is taking place today in the financial markets and with the evolution of AI—a shift from the enablers to the adopters, from narrative to the numbers, and from free cash flow spending to returns on that invested capital.
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Economics Weekly: Money Matters Again – Inflation and the Fed’s Evolving Framework
In this Economics Weekly, Richard de Chazal looks at the past remarks of Greg Mankiw, who was appointed (along with William White and Thomas Sargent) to examine the Fed’s inflation framework, to gain insight into the kinds of changes we might expect to see.
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Macro Highlights From William Blair’s 46th Annual Growth Stock Conference
In this special Economics Weekly, we highlight some macro commentary that stood out to us at the conference regarding the general economy, what’s happening with AI, the capex expansion, the state of the consumer, and inflation, as well as more thematic issues.
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