
Markets Begin to Look Through the Conflict
Coming into the year, the Global economy had evolved into a powerful and increasingly durable expansion. Growth was firming, earnings were accelerating, inflation was moderating







Coming into the year, the Global economy had evolved into a powerful and increasingly durable expansion. Growth was firming, earnings were accelerating, inflation was moderating

From Goldilocks to Gridlock: Markets at a Crossroads The “Goldilocks with Fragility” backdrop we outlined last Summer evolved into a powerful broadening phase as we

Goldilocks Strengthens: From Narrow Strength to Broadening Expansion The “Goldilocks with fragility” backdrop we outlined last Summer shifted to a “broadening” phase as we entered

I am thrilled to share some fantastic news that highlights the dedication and hard work within our team. Two of our colleagues, Meredith Rosen and