Outlook

The effects of recent shocks in global macro policy and politics seem to have simmered down only to reverse.

What if the US dollar strengthens across every G10 currency except for the Yen?

The path to the Fed’s stated goal of 2 percent inflation may prove bumpy.

Global markets readjust to reflect the anticipated realities of policies under the new administration.

Compared to extraordinary events, election-period volatility is not an outlier.

Given elevated debt levels, how does the country maintain operational functionality?

There were signals of some uncertainty about the pace of future rate cuts, which slightly unsettled the markets.

Growing evidence of efficacy and the accelerating use of drones will likely fuel a specialized value chain of manufacturers, software developers, and AI innovators.

How do the long-term market cycles across various assets look?

As we have seen so many times over the last few years, monetary policy will remain a fluid process.

It looks like where the market heads between now and year-end will likely rest again in Nvidia’s hands.