Insights
Showing 23 results:
Market Observations The Forgotten Secrets of the Hidden Temple
Will President Biden follow the script set in autumn 1979 or risk rocking the market boat? We explore precedents and presidents in the highly anticipated Fed chair appointment.
Market Observations Here We Go Again: The Debt Ceiling
What is the likelihood that the Congress will fail to raise the debt ceiling? We review causes for worry and likely outcomes in the latest dramatic and costly standoff on Capitol Hill.
Market Observations The Monetary Wheels Go Round & Round
We highlight the recent interplay between savings rates, bank deposits, and the Fed’s balance sheet.
Market Observations Aftershock
Chief Economist Vincent Reinhart discusses the aftermath of the 2020 election and what could await President-elect Biden’s administration.
Market Observations Stress Testing the Election
Chief Economist Vincent Reinhart examines pre-election economic activity and its utility for assessing the 2020 election.
Market Observations Some Good News is Bad News
Chief Economist Vincent Reinhart discusses fiscal policy, incoming data, and the Mellon forecast.
Market Observations Election Matters
Chief Economist Vincent Reinhart discusses the potential implications of the 2020 election.
Market Observations The Near-Term Fiscal Outlook
Chief Economist Vincent Reinhart describes the key provisions of the 2020 CARES Act.
Market Observations Years of Living Dangerously
Chief Economist Vincent Reinhart offers his 2020 macro outlook and current investment map.
Market Observations A Conservative Party Win in the General Election
The Conservative Party’s general election win may spell certainty for Brexit but it also raises questions.
Market Observations The Right Stuff?
Chief Economist Vincent Reinhart considers the downstream effects of US-China trade policy on the macro outlook.
Market Observations A Churchillian Moment
Chief Economist Vincent Reinhart provides an outlook for trade, the US economy and the Fed.
Market Observations Intrigue and Trade
Chief Economist Vincent Reinhart examines the state of US-China trade policy.
Market Observations Powell the Padawan
Chief Economist Vincent Reinhart examines the U.S. economy and the Fed’s change of heart.
Market Observations An “Unfaithfully Yours” Brexit
Chief Economist Vincent Reinhart discusses potential Brexit outcomes and the motivation of EU and UK officials.
Market Observations A Really Big Show
Chief Economist Vincent Reinhart details the Fed’s goal of keeping “all the plates spinning.”
Market Observations Into Thin Air
Chief Economist Vincent Reinhart discusses his views on the Fed’s steady climb.
Market Observations October Fright Fest
Chief Economist Vincent Reinhart reviews a recent slasher movie - Global Equity Markets in October.
Market Observations Trump, Trade, Twisters, and Trailer Parks
Chief Economist Vincent Reinhart reveals his expectations for the global economy and markets.
Market Observations When will Technological Progress Show Up in Productivity Statistics?
Chief Economist Vincent Reinhart addresses slow productivity growth despite technological progress.
Market Observations Pass the Popcorn, Mr. President
Chief Economist Vincent Reinhart doesn't expect a significant impact from trade wars, but dramatic headlines will likely persist.
Market Observations Field Notes: Observing the International Bureaucrat
Chief Economist Vincent Reinhart reveals the synchronous global expansion is more like a Great Convergence.
Market Observations Collateral Consequences, Capital Flows, and Commodity Prices
Chief Economist Vincent Reinhart discusses the effects of recent unconventional central bank policies.