Something Has to Give
Growth, Rates & the AI Economy We entered the year embarking on a broadening growth phase. Growth was firming domestically and internationally, earnings were strong
Growth, Rates & the AI Economy We entered the year embarking on a broadening growth phase. Growth was firming domestically and internationally, earnings were strong
Earnings, Rates, and the Market’s Next Phase The first half of the year can be summarized by one simple statement: strong fundamentals and earnings overpowered
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