Investment themes for a changing world order (September 29, 2025)

Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)

The Fed’s back at it (September 15, 2025)

Macro pulse: turning leaves, turning points (September 8, 2025)

Private markets: navigating a global market reset (September 1, 2025)

Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)

The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)

The great wall of liabilities: the future of debt in China (August 4, 2025)

The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)

Trust or bust: the megatrend of global debt sustainability (July 21, 2025)

Pollyanna can’t ignore tariffs forever (July 14, 2025)

Macro in the midyear sun (July 7, 2025)

Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)

Do investors really want out of U.S. assets? (June 23, 2025)

Top takeaways from our Global Investor Forum (June 16, 2025)

Breadcrumbs of Softness (June 9, 2025)

Accepting new policy and market realities (June 2, 2025)

Could lower tariffs mean higher inflation? (May 19, 2025)

Geopolitical risk in a shifting world order (May 12, 2025)

Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)