Webinar: Jackson Hole 2026, Q&A With Ellen Safir, Nils Overdahl & Claudia Sahm
Following Fed Chair Kevin Warsh’s Jackson Hole remarks, we hosted a timely discussion with our Chief Economist, Claudia Sahm, Co-CIO, […]
Fixed Income Quarterly Commentary – Q2 2025
TARIFF TURBULENCE, ECONOMY HOLDS UP Tariff policy—the announcements, reactions, and adjustments—were a defining feature of the second quarter. The country
Fixed Income Quarterly Commentary – Q4 2024
FED CUTS, BRACES FOR TRUMP POLICIES & INFLATION Macroeconomic developments in Q4’24 relieved earlier concerns about the labor market and
US Small Cap Quarterly Commentary – Q2 2026
Q2’26 Commentary Small caps made a big comeback in Q2. US equity investors rotated out of concentrated mega-cap tech companies
The origin, use of the Fed’s Sahm Rule recession indicator
The Sahm Rule is a recession indicator that tracks the shifts in the US unemployment rate…