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Our mission is to provide sophisticated financial market analysis that is independent, accessible, and actionable for a broad public and private sector audience. We are seeking to widen and deepen the communication channels between the policy community and global financial markets, thereby facilitating more informed policymaking and allocation of public and private resources.
Summary and Price Action Rundown Global risk assets are steady as investors await today’s pivotal Federal Reserve decision and look ahead to key US labor market data. S&P 500 futures indicate a slightly lower open after the index added 0.4% yesterday, registering another all-time high and upping year-to-date returns to … Continue reading “Morning Markets Brief 11-3-2021”
The spread of the Omicron variant has markets on edge as oil prices plunged ahead of the OPEC+ meeting this week. Friday brings the US jobs report and new worries put the path of Fed policy in question. Finally, the Senate continues to negotiate as Debt Ceiling looms.
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Summary and Price Action Rundown US equities extended their streak of new record highs as upbeat corporate earnings provide further support alongside more positive atmospherics around President Biden’s infrastructure bills. The S&P 500 added 0.4%, registering another all-time high and upping year-to-date returns to 23.3%, while the Nasdaq kept pace … Continue reading “Afternoon Markets Brief 11-2-2021”
Looking Ahead – At the Crossroads This week’s early publication of Looking Ahead peers into a foggy crystal ball with the stakes on Capitol Hill at the highest of the Biden presidency, while the Federal Reserve is set to hold its most consequential policy meeting since the early of … Continue reading “Looking Ahead -At the Crossroads 10-28-2021”
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