Our Insights
June 2025 – 3 in 3
Ongoing geopolitical conflicts have significantly impacted currency markets, leading to sharp moves and shifting safe-haven flows. The US dollar has been the world’s principal reserve currency since the end of World War II and is the most widely used currency for international trade.
May 2025 – 3 in 3
Stagflation is a challenging economic condition characterized by the simultaneous occurrence of three negative factors: Stagnant Economic Growth: The economy is growing very slowly, or not at all.
April 2025 – 3 in 3
The U.S. dollar’s share of global reserves has remained above 50% for decades, despite gradual diversification by central banks. Countries hold U.S. dollars in their reserves for several key reasons:
January 2025 – 3 in 3
This month, Jason discusses equities, fixed income and 2025 risks. In 2024, equity markets saw impressive gains...
November 2024 – 3 in 3
The U.S. dollar has reached its highest level in two years, driven by a rally following the recent election, which has raised expectations for tax cuts, immigration controls, and tariffs.October 2024 – 3 in 3
Elections
Presidential elections are important events, but they can sometimes
September 2024 – 3 in 3
Jason discusses small caps, emerging markets, and commercial real estate.… READ MORE
August 2024 – 3 in 3
This month, we cover federal rate cuts, muni bond tax equivalent yield and barbell bonds.
