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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 with Richard de Chazal—March 2025

    William Blair macro analyst Richard de Chazal discusses the juxtaposition between weak consumer sentiment and solid economic data, exploring whether a recession is imminent and the implications of shifting inflation regimes, fiscal policy dominance, and ongoing tariff uncertainty.

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    Economics Weekly: Debt, Tariffs, and Tax Cuts

    In this Economics Weekly, we again examine the tariff question, but home in on how it relates to the market’s next major hurdle, which is extending the 2017 tax cuts, and the ultimate goal of all these changes, which is to bring down debt and restore confidence in U.S. public finances.

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  • Monthly Macro with Richard de Chazal—February 2025

    William Blair macro analyst Richard de Chazal reflects on February’s economic narratives, including the impact of noisy data, government spending cuts, climate change, mass deportations, recent inflation data, and the evolving nature of inflation on future monetary policy decisions.

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  • William Blair Thinking Podcast – Monthly Macro: 2025 Kick-Off

    In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape since the start of the year. He explores the implications of recent executive policies, the Fed’s decision to hold rates steady, the unusual behavior of Treasury yields, and what these developments mean for the economy as we move further into 2025.

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  • Monthly Macro with Richard de Chazal: Economic Outlook 2025

    William Blair macro analyst Richard de Chazal looks back at the economic highlights of 2024 and shares his insights and predictions for the U.S. economy in 2025, emphasizing resilience, consumer strength, and potential risks ahead.

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  • U.S. Exceptionalism Continues Through 2025

    As “the year of testing resiliency” comes to a close, many may wonder what to expect in 2025. Macro analyst Richard de Chazal explores consumer spending, inflation, the strength of the U.S. dollar, and more in this Economics Outlook.

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  • Monthly Macro: Tariffs Primer

    William Blair macro analyst Richard de Chazal and consumer analyst Dylan Carden delve into the implications of the recent U.S. election results on tariffs, the specialty retail sector, and broader economic trends.

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