Headlines regarding future Federal Reserve (Fed) policy action and the ensuing path of the pandemic temporarily faded into the background as the escalation of tension in Ukraine quickly stole the world’s attention. Russia’s decision to invade Ukraine is heartbreaking and represented a dramatic departure from how many experts expected the situation to evolve. Russia’s actions and Putin’s unpredictability will have long-lasting implications on the balance of power in Europe and the world. Additionally, recent events paired with the implications of the pandemic could further shift the world towards fragmentation, interrupting a multi-decade trend of globalization.

RECENT INSIGHTS

April 15, 2024

Key Takeaways The first quarter was a continuation of late 2023, characterized by stronger-than-anticipated growth paired with tamer inflation and...

READ MORE
March 7, 2024

Modest economic growth expectations continue to be surpassed in the S., leading to a broadening ‘soft-landing’ consensus. On the contrary,...

READ MORE
February 8, 2024

· U.S. growth surprised to the upside through 2023 and continues to be on solid footing entering 2024, although vulnerabilities...

READ MORE