Market and Economic Insights

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

Our Latest Insights

Friday, December 12, 2025

Economics Weekly: Dissent at the Fed and What Will Happen in 2026

In this Economics Weekly, Richard de Chazal looks at the history of dissent at the Fed and how the makeup of the FOMC looks heading into 2026.
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Monday, December 8, 2025

Economic Outlook 2026: Glass Half Full

Looking toward 2026, despite some mounting trepidation about the labor market, it is quite likely that economic growth will broaden and possibly accelerate, but with the corollary of still high inflation.
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Wednesday, November 12, 2025

Drilling Faster, Smarter: The New Era of Energy Productivity

Efficiency gains and strategic breakthroughs are reshaping the future of oil and gas.
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Friday, November 7, 2025

Economics Weekly: Shutdowns, Tariff Rulings, and Jobs

In this Economics Weekly, Richard de Chazal discusses the current state of the shutdown and how it could end; what the Trump administration may do next if IEEPA’s use is deemed unjustified; and the latest employment data, given today would have seen the release of the October employment report.
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Friday, November 7, 2025

Rebuilding the Safety Net: The Case for Stronger Strategic Petroleum Reserves

Shrinking strategic petroleum reserves and rising global demand heighten energy market vulnerability, underscoring the urgent need to rebuild reserves.
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Friday, October 31, 2025

Economics Weekly: Innovation and Labor Displacement

In this Economics Weekly, Richard de Chazal looks at what is happening with the labor market, productivity growth, and the policy response to these changes.
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Friday, October 24, 2025

How Should We Think About the End of Quantitative Tightening

In this Economics Weekly, we discuss how quantitative tightening has played out so far and what its ending might mean for financial markets.
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