Market and Economic Insights

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

Our Latest Insights

Monday, June 30, 2025

Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting

William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.
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Friday, June 27, 2025

Economics Weekly: Midyear Update: Resiliency Amid Uncertainty

In this Economics Weekly, Richard de Chazal presents a midyear update, with a review and preview of the first and second halves of 2025.
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Friday, June 20, 2025

Economics Weekly: Snapshot of a Slowing Labor Market

In this Economics Weekly, Richard de Chazal takes a fresh look at the latest employment data.
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Friday, June 13, 2025

Economics Weekly: William Blair’s 45th Annual Growth Stock Conference

In a special economics conference report, William Blair’s Richard de Chazal highlights commentary from the event, which featured more than 250 public and private companies.
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Friday, May 30, 2025

Monthly Macro: Tariffs, Tensions, and Turning Points

William Blair macro analyst Richard de Chazal unpacks the latest on global tariffs, inflation pressures, recession risks, and why smidcap stocks might be poised for a comeback in a shifting economic landscape.
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Friday, May 30, 2025

Economics Weekly: Reconciling Reconciliation Tax Bills

In this Economics Weekly, Richard de Chazal discusses the One Big Beautiful Bill Act, highlighting some of the main areas where it supports growth and where it will detract from it, as well as section 899.
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Friday, May 9, 2025

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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