Economics
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Global Economic Insights
30-Year Treasury Yield still 5.06%, 30-Year TIPS Yield Highest since 2010 Reintroduction, Yield Curve Prepped for Rate Hike
This rapid ascent in yields reflects a fundamental repricing of risk in the sovereign debt market. Investors are grappling with…
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Global Economic Insights
State Policies Requiring Firms to Facilitate Workplace Retirement Saving and Their Impact on Household Balance Sheets
The implementation of state-level retirement mandates has fundamentally altered the financial landscape for millions of American workers, according to a…
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Global Economic Insights
Momentum Meltdown and Oil Spikes Trigger Historic Market Rotation as AI Premium Faces First Major Test
The global financial markets experienced a significant structural shift this week as a historic "momentum meltdown" tore through the equity…
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Global Economic Insights
The United States at 250 Assessing the Semiquincentennial Legacy of a Global Superpower and Its Complex Relationship with the Global South
As the United States approaches the 250th anniversary of its founding on July 4, 2026, the milestone serves as a…
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Global Economic Insights
The Impact of State-Mandated Auto-IRA Policies on Household Balance Sheets and Financial Behavior
A new working paper released by the National Bureau of Economic Research (NBER) provides a comprehensive analysis of how state-level…
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Global Economic Insights
Market Momentum Meltdown Semiconductor Selloff and Oil Spikes Trigger Historic Capital Rotation
The global financial markets experienced a profound internal shift this week as a historic meltdown in momentum stocks collided with…
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Global Economic Insights
The United States at 250 Assessing a Legacy of Global Primacy and the Paradox of Democratic Ideals
As the United States reaches its semiquincentennial on July 4, 2026, the milestone serves as a global focal point for…
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Global Economic Insights
And 28 were down from their peaks in prior years, led by Austin -27% and Oakland -25%.
The United States residential real estate market is currently navigating a significant period of correction and recalibration. According to the…
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Global Economic Insights
The Impact of State-Mandated Automatic Enrollment IRAs on Household Balance Sheets and Financial Well-being
In a comprehensive study released as NBER Working Paper 35373 in June 2026, researchers have provided new insights into the…
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Global Economic Insights
Momentum Meltdown and Oil Volatility Signal Major Market Rotation as Semiconductor Complex Faces Bear Market Territory
The global financial markets experienced a significant divergence this week as headline index stability masked a violent internal restructuring characterized…
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