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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

  • 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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  • 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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  • 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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  • Economics Weekly: Fed Independence, Fiscal Dominance, and How Government Debt Problems Manifest

    In this Economics Weekly, Richard de Chazal discuss the early signs of a shift toward fiscal dominance and the gradual erosion of Federal Reserve independence—developments that carry significant implications for both the economy and the investment landscape.

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  • Economics Weekly: BNPL a Growing Credit Concern?

    In this Economics Weekly, Richard de Chazal discusses the overall resilience of the U.S. consumer, emerging financial stress among lower-income households, and the growing implications of buy now, pay later (BNPL) credit usage.

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  • Economics Weekly: What Will Drive Interest Rates Over the Next 75 Years

    In this Economics Weekly, Richard de Chazal runs through one such paper presented this year that offers a look back and a look forward at the real neutral rate of interest (r-star).

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  • Monthly Macro: Retail’s Reality Check

    William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings, exploring the impact of tariffs, supply chain shifts, and what it means for the holiday season.

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