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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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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Economics Weekly: U.S. Consumer Is OK, but This Is Not a Consumer-Driven Expansion
In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven recovery—it’s a capex one.
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Economics Weekly: Capacity Growth—It’s Different This Time
In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what those differences might mean for the Fed—and for a potential new Fed chair counting on a productivity boom to support lower interest rates.
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