Thought Leadership

Energy demand is rising, driven by artificial intelligence, electrification, and industrial reshoring, which are raising supply-demand imbalance and price risk. Past energy demand shifts were triggered by …

The U.S. federal government shutdown has entered its second week, yet financial markets have largely taken the event in stride. Since the October 1 funding lapse, the …

Executive Summary Tariff volatility eased as key agreements took shape despite legal challenges. The U.S. economy proved resilient amid price pressures, though cracks began to appear in …

The FOMC’s September meeting came just a day short of the one-year anniversary of its last rate cut, a fitting backdrop to resume easing. The Committee’s decision …

Over the past several years, the Magnificent 7–Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla – have risen to dominate equity markets. One of the defining traits …