March 9, 2026 Market Commentary
The U.S Supreme Court has struck down a large portion of the tariff's that have become a key element of President Trump's economic agenda.
The U.S Supreme Court has struck down a large portion of the tariff's that have become a key element of President Trump's economic agenda.
Onshoring is one of our Top 10 Investment Themes for 2026.
The resilient U.S. economy is getting a boost from consumer spending and business investments in artificial intelligence (AI).
The services category in the recent GDP report delivered a big upside surprise, helping stoke the stronger than consensus 4.3% increase in third-quarter GDP.
The Department of Labor recently published inflation data that indicated pricing pressures remain under control.
We are raising our GDP estimates for 2025 and 2026. The $30 trillion U.S. economy remains on course, powered by corporate investments in artificial intelligence and outsized spending by the wealthiest households.
