Recent News and Insights
Market Commentary: September 23, 2026
The Federal Reserve's latest rate hike was not simply about inflation. Chairman Kevin Warsh’s reputation for independence was also on the line, with some experts calling the Fed’s policy move a “credibility hike.” Without the overwhelming pressure of market expectations, would the Fed still have tightened interest rates?
Economists want Warsh to share more on his view of the economy at Jackson Hole, says CNBC survey
CNBC - Responding to the CNBC Fed Survey, John Donaldson, Vice President, Director of [...]
Market Commentary: August 27, 2026
Last week’s earnings results from several major retailers gave an important fresh look into how U.S. consumers may be feeling—and spending. The major retailers generally confirmed the view of steady consumer spending, reporting solid results. However, as expected, there were some signs of consumers becoming more cautious.
