RESEARCH & INSIGHTS

7 MayCOTW: Treasury Issuance

Treasury last week announced second and third quarter borrowing estimates. 2024 issuance on track to surpass 2023 as the highest after 2020...

6 MayApril 2024 Cartoon: Policy Tug of War

April 2024 Cartoon: Policy Tug of War

26 AprCOTW: Gold Miners

Gold miners have lagged behind physical gold due to rising operational costs and country-specific challenges....

24 AprCOTW: AI & Nuclear Power

Tech firms and Silicon Valley billionaires have increasingly focused on nuclear energy as a sustainable solution to meet the growing energy demands of energy-intensive AI.

12 Apr1Q, 2024 Cartoon: A New Bull’s Eye

1Q, 2024 Cartoon: A New Bull's Eye

11 Apr1Q, 2024 Asset Class Return Quilts

Q1 saw robust returns across most risky assets, with midstream energy and U.S. large cap stocks faring best. Midstream energy ended the quarter up 13.9%,

9 AprCOTW: Record Office Vacancy Rates

The dramatic rise in office vacancy rates across the U.S. in recent years can largely be attributed to the shift in workplace dynamics post-COVID-19, with

2 AprCOTW: Cocoa Prices

Cocoa prices have risen more than 140% this year. The recent uptick in cocoa prices is the result of disruptions affecting both supply and demand.

25 MarCOTW: End of an Era

On Tuesday, the Bank of Japan announced a significant (and highly anticipated) policy move last week by ending its negative interest rate policy and making

10 MarFebruary 2024 Cartoon: Navigating the Bull

February 2024 Cartoon: Navigating the Bull

6 MarCOTW: Gold Performance

Gold recently achieved a new all-time high, surpassing $2,100/Oz on March 5...

29 FebCOTW: Consumer Sentiment

The February University of Michigan consumer sentiment survey showed a mixed trend, with a preliminary reading of 79.6 unexpectedly declining to 76.9 in the closing

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