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Market Insights - 4 min

Jackson Hole Symposium 2025: What You Need To Know

The yearly Jackson Hole Economic Symposium, held in Wyoming by the Federal Reserve Bank of Kansas City, is a forum for major policy makers and academics to meet and trade views on the big issues of the day.The symposium is closely watched by the markets for indications of what is to come. In this article, we’ll attempt to cut through to the important takeaways.

Aug 26, 2025

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Market Insights - 4 min

Where Do We Go From Here? | Mid-Year Outlook 2025

As we and many other market commentators have observed, the world has fundamentally shifted since the pandemic. There are different ways to describe this change, but if it could be summed up in one word, that word would most likely be ‘uncertainty’, or in investing terms, ‘volatility’.

Aug 20, 2025

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Market Insights - 4 min

Fed Meeting in July: Calm Before the Storm?

At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29th and 30th.[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.

Jul 21, 2025

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Market Insights - 4 min

Bracing for Impact: The Fed's Decision in June

The Federal Open Markets Committee ("FOMC") voted to hold the target rate at 4.25%-4.5% in its last meeting in early May. This is the level it has been at since January, and as of the time of writing, the markets are almost certain that the Federal Reserve (the "Fed") will continue to hold at this level at the upcoming meeting in June.However, this does not imply a stable, widely-agreed outlook for US interest rates or the economy. Rather, it reflects a state of inaction brought about by the high levels of uncertainty that have prevailed since the beginning of the year, with trade policy as the chief (but not the only) cause.

Jun 12, 2025

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Market Insights - 4 min

 A Tale of Two Outlooks: Where Next for the U.S. Economy?

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025