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Market and Economic Insights

Our timely perspectives on macro events and market trends shaping the global financial markets.

Our Latest Insights

  • Monthly Macro: Geopolitics, Inflation, and the Fed

    William Blair macro analyst Richard de Chazal breaks down rising geopolitical tensions, sticky inflation risks, Fed policy uncertainty, and the durability of U.S. growth amid fiscal stimulus and the evolving AI-driven productivity cycle.

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  • Economics Weekly: The Capital Investment Wave Continues

    In this Economics Weekly, we outline our key arguments for the capex revival and what has changed over the last year or so, particularly with regard to the policies that the Trump administration is attempting to institute.

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  • Economics Weekly: There's Something About Kevin

    In this Economics Weekly and ahead of what could be next week’s Fed chair announcement, Richard de Chazal discusses the leading candidates for the role.

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  • Economics Weekly: The Labor Market May Not Be Quite as Weak as Believed

    In this Economics Weekly, Richard de Chazal reexamines the labor market data and the current market narrative of an unfolding deceleration in employment growth.

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  • Economics Weekly: Another Possible Government Shutdown, Rising ACA Premiums, and Fiscal Cliffs Entering 2026

    In this Economics Weekly, Richard de Chazal responds to questions about another government shutdown and the enhanced Affordable Care Act (ACA) extended tax credits.

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  • Inflation and Growth: The Balancing Act for 2026

    Investors and policymakers are preparing for a complex landscape in 2026. Learn why inflation remains stubbornly high, how central banks are responding, and what it means for investment strategies in the year ahead.

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  • Economics Weekly: The Supreme Court on IEEPA – What Changes, What Doesn’t

    In this Economics Weekly, Richard de Chazal considers the possible outcomes of a Supreme Court ruling and what they could mean for trade policy.

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