Market and Economic Insights

Our latest insights on current macro events, forward-looking equity market trends, and timely perspectives on the dynamics shaping the global financial markets.

Our Latest Insights

Market Momentum Dominates Headlines

Mega-cap tech and AI dominated headlines and stock market momentum. While outperformance in the U.S. was led by a handful of stocks, head of global equities and portfolio manager Ken McAtamney looks at what investors may expect in the third quarter. This article is featured on William Blair Investment Management's Active Never Rests site.

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What’s Driving Consumer Spending?

The resiliency of the consumer has been a surprise to most. Will it last? Macro analyst Richard de Chazal breaks down the four key drivers of spending and outlines where the data suggest certain areas of consumer strengths may be starting to wane.

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A Perspective on Corporate Earnings: Second Quarter 2023

For many, this earnings season will be more “confession time” as one of the big questions is whether earnings declines will have troughed? To help answer this question, we outline three key factors that we think should draw investor focus: the impact of prevailing higher rates, pricing power and the consumer, and a trend many have been following closely—labor dynamics.

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What’s Up With the Housing Market?

In this latest report, Richard de Chazal, macroeconomist, William Blair Equity Research, examines supply-side dynamics in U.S. housing, the rise in cash purchases, and the magnitude of headwinds such as affordability and high mortgage rates.

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Regional Bank Update

When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment. Our conclusion: While we are not actively increasing the overall exposure to banks in our U.S. value equity portfolios, we continue to use the market’s short-term volatility as an opportunity to potentially upgrade the quality of the portfolios’ holdings. This article is featured on William Blair Investment Management's Active Never Rests site.

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Private Wealth Market Review and Outlook

While three months can feel like a short period to see significant changes, it is always astounding to look back at the end of each quarter at what actually has changed.

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Looking down at feet on a yellow and white crosswalk

Economics Weekly

Insights from Richard de Chazal, CFA, William Blair Equity Research's macroeconomist, covering the U.S. economy and financial markets.

09/08: Tight High-Yield Spreads May Not Last Much Longer
09/01: Recession? It’s All About the Lags
08/18: The Government Debt Problem
08/11: An Inflation Update

Richard de Chazal

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