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 Insights

Our pioneering research is rooted in decades of index experience and innovation. We leverage our practitioner knowledge and ingenuity to bring investors the latest market updates and relevant investment ideas.

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Market Observations
The Forgotten Secrets of the Hidden Temple Market Observations
November 2021

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 | Article
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Here We Go Again: The Debt Ceiling Market Observations
September 2021

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 | White Paper
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The Monetary Wheels Go Round & Round Market Observations
March 2021

The Monetary Wheels Go Round & Round

We highlight the recent interplay between savings rates, bank deposits, and the Fed’s balance sheet.

Market Observations | White Paper
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Election Matters: Aftershock Market Observations
November 2020

Aftershock

Chief Economist Vincent Reinhart discusses the aftermath of the 2020 election and what could await President-elect Biden’s administration.

Market Observations | Article
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A Stress Test: Effects of Economic Outcomes on Presidential Elections Market Observations
October 2020

Stress Testing the Election

Chief Economist Vincent Reinhart examines pre-election economic activity and its utility for assessing the 2020 election.

Market Observations | White Paper
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Some of the Good News is Bad News Market Observations
September 2020

Some Good News is Bad News

Chief Economist Vincent Reinhart discusses fiscal policy, incoming data, and the Mellon forecast.

Market Observations | White Paper
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Election Matters Market Observations
September 2020

Election Matters

Chief Economist Vincent Reinhart discusses the potential implications of the 2020 election.

Market Observations | White Paper
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The Near-Term Fiscal Outlook Market Observations
April 2020

The Near-Term Fiscal Outlook

Chief Economist Vincent Reinhart describes the key provisions of the 2020 CARES Act.

Market Observations | Article
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Economic & Market Observations: Years of Living Dangerously Market Observations
February 2020

Years of Living Dangerously

Chief Economist Vincent Reinhart offers his 2020 macro outlook and current investment map.

Market Observations | White Paper
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A Conservative Party Win in the General Election Market Observations
December 2019

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 | Article
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The Right Stuff? Market Observations
October 2019

The Right Stuff?

Chief Economist Vincent Reinhart considers the downstream effects of US-China trade policy on the macro outlook.

Market Observations | White Paper
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A Churchillian Moment Market Observations
July 2019

A Churchillian Moment

Chief Economist Vincent Reinhart provides an outlook for trade, the US economy and the Fed.

Market Observations | White Paper
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Intrigue and Trade Market Observations
June 2019

Intrigue and Trade

Chief Economist Vincent Reinhart examines the state of US-China trade policy.

Market Observations | White Paper
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Powell the Padawan Market Observations
May 2019

Powell the Padawan

Chief Economist Vincent Reinhart examines the U.S. economy and the Fed’s change of heart.

Market Observations | White Paper
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An “Unfaithfully Yours” Brexit Market Observations
March 2019

An “Unfaithfully Yours” Brexit

Chief Economist Vincent Reinhart discusses potential Brexit outcomes and the motivation of EU and UK officials.

Market Observations | White Paper
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A Really Big Show Market Observations
January 2019

A Really Big Show

Chief Economist Vincent Reinhart details the Fed’s goal of keeping “all the plates spinning.”

Market Observations | White Paper
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Into Thin Air Market Observations
November 2018

Into Thin Air

Chief Economist Vincent Reinhart discusses his views on the Fed’s steady climb.

Market Observations | White Paper
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October Fright Fest Market Observations
October 2018

October Fright Fest

Chief Economist Vincent Reinhart reviews a recent slasher movie - Global Equity Markets in October.

Market Observations | White Paper
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Trump, Trade, Twisters, and Trailer Parks Market Observations
October 2018

Trump, Trade, Twisters, and Trailer Parks

Chief Economist Vincent Reinhart reveals his expectations for the global economy and markets.

Market Observations | White Paper
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When will Technological Progress Show Up in Productivity Statistics? Market Observations
September 2018

When will Technological Progress Show Up in Productivity Statistics?

Chief Economist Vincent Reinhart addresses slow productivity growth despite technological progress.

Market Observations | White Paper
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Pass the Popcorn, Mr. President Market Observations
April 2018

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 | White Paper
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Field Notes: Observing the International Bureaucrat Market Observations
April 2018

Field Notes: Observing the International Bureaucrat

Chief Economist Vincent Reinhart reveals the synchronous global expansion is more like a Great Convergence.

Market Observations | White Paper
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Collateral Consequences, Capital Flows, and Commodity Prices Market Observations
November 2017

Collateral Consequences, Capital Flows, and Commodity Prices

Chief Economist Vincent Reinhart discusses the effects of recent unconventional central bank policies.

Market Observations | White Paper
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