Macro
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Global Economic Insights
The Impact of State-Mandated Retirement Savings on Household Balance Sheets: Evidence from Oregon’s Auto-IRA Program
A new study released by the National Bureau of Economic Research (NBER) as Working Paper 35373 in June 2026 provides…
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Global Economic Insights
Federal Reserve Chair Kevin Warsh Signals Resolute Stance on Inflation as Market Leadership Rotates Toward Value and Small-Cap Equities
Federal Reserve Chairman Kevin Warsh completed his inaugural semiannual monetary policy testimony before Congress this week, delivering a message defined…
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Global Economic Insights
The Subprime Crisis Legacy and the Looming Question of Private Credit Risk
Nearly two decades have passed since the 2008 Global Financial Crisis (GFC) reshaped the landscape of modern finance, yet the…
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Forex and Currency Trading
Analyst Weekly: Navigating Market Volatility Amidst Shifting Macro Drivers
The global financial markets are currently experiencing a complex interplay of forces, with oil prices emerging as a primary macro…
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Global Economic Insights
Breaking the Silos Why Integrating Social Protection is the Key to Climate Resilience and Poverty Eradication
The international community is currently navigating a period of profound institutional friction, attempting to distinguish between climate, development, and humanitarian…
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Global Economic Insights
Car & Truck Inflation in America: Cost of Vehicle Ownership Soared by 36% since 2020
The Multi-Phase Inflationary Cycle The trajectory of automotive inflation over the past six years has not been a singular, uniform…
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Global Economic Insights
Personal Disappointments and Preferences for Affirmative Action
A newly released working paper from the National Bureau of Economic Research (NBER) provides a granular look at the psychological…
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Global Economic Insights
The Market Knows Best: Geopolitical Shifts, Tech Valuations, and the Growing Shadow of Private Credit
Global financial markets have once again demonstrated a remarkable capacity to anticipate geopolitical shifts well before they are codified in…
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Global Economic Insights
The Geopolitics of Volatility: Why African Financial Institutions Must Reassess Fossil Fuel Exposure Amid Global Conflict
The escalating conflict involving Iran has served as a stark, unavoidable reminder of the structural instability inherent in global fossil-fuel…
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Global Economic Insights
Foreign demand for the ballooning US Treasury debt is an increasingly important issue. But how much of that demand is actually “foreign?”
As the United States federal debt surpasses the staggering milestone of $39 trillion, the composition of the investor base holding…
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