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Another debt ratio observation
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
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Signals through the noise
Perspectives podcast
A resilient economy, a narrow market rally, and an AI spending boom that continues to reshape the investment landscape.
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Inflation, stock valuations, AI FAQs
Market Perspective
Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism.
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Preparing portfolios for the unexpected
Business with humanity
Financial markets rarely move in isolation. Periods of stress tend to emerge when several pressures unfold simultaneously such as tightening financial conditions, shifting policy expectations, liquidity constraints or sudden repricing of risk.
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Supply chain update
Strategy Blog
Global supply chains face rising stress but remain resilient. Hormuz disruption halted key energy flows, prompting rerouting. Delivery times have lengthened slightly, shipping rates remain contained, and trade volumes stay healthy.
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April: Buoyant markets, uneasy geopolitics
Monthly Market Summary
In April, global markets rebounded strongly, led by technology stocks, despite ongoing geopolitical tensions and renewed energy-driven inflation pressures.