Market and Economic Insights

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

Our Latest Insights

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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Friday, October 17, 2025

Economics Weekly: Making Friends With the Taylor Rule

In this Economics Weekly, we discuss why the Fed may have been right to keep rates below the Taylor rule’s policy prescription for the last two decades, and why a structural change in the inflation regime means it may no longer have that luxury.
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Wednesday, October 1, 2025

Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand

William Blair macro analyst Richard de Chazal and energy analyst Neal Dingmann discuss how rapid technological advances, shrinking inventories, and relentless demand—especially for natural gas—are reshaping the energy sector, driving new strategies and investment opportunities for the years ahead.
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