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  1. Article

    Why the Supreme Court’s tariff decision didn’t move markets

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    The Supreme Court’s recent tariff decision was expected to bring clarity, but markets barely moved. In conversations with clients and across equity, rates, and FX markets, the reaction was notably muted. Unlike the volatility seen on Liberation Day, this ruling did not trigger a broad repricing...
  2. Market Update

    Growth cools, but risk assets bounce

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    As growth cools and inflation progress stalls, markets are recalibrating rather than retreating. A landmark tariff ruling reduced one inflation risk, while Fed officials underscored a higher bar for easing. Our latest update unpacks the data, policy signals, and implications for capital markets.
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  3. Market Update

    S&P erases year-to-date gains amid broad market pullback

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    A sharp equity sell-off pushed the S&P 500 back into negative territory for the year, reversing early gains and underscoring growing uncertainty around growth, labor conditions, and inflation. We examine what drove the pullback and the signals markets are watching next.
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  4. Market Update

    Macro crosscurrents move markets

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    Mixed macro signals drove a volatile week, as softer labor data and shifting rate expectations unsettled markets even as risk appetite intermittently returned. Technology and crypto-linked assets bore the brunt of the repricing, highlighting growing sensitivity to capital spending and financing...
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  5. Market Update

    BoE holds rates in a close vote; ECB stays on hold

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    The Bank of England’s (BoE) Monetary Policy Committee (MPC) narrowly voted 5-4 to leave rates unchanged at 3.75%, with four members preferring a 25 basis point (bp) cut to 3.50%. Markets had expected a 7-2 vote, and the narrower margin quickly led investors to price in the higher probability of a...
  6. Market Update

    Fed holds rates as leadership shifts

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    Markets were choppy as the Fed held rates steady and signaled patience. President Trump nominated Kevin Warsh to succeed Chair Powell. Gold, silver, and oil climbed and then fell, equities edged higher, and investors now turn to jobs data for direction amid leadership uncertainty globally.
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  7. Market Update

    Kevin Warsh’s nomination: what it means for markets and rates

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    At a time when investors are paying close attention to signals around inflation control and central bank independence, markets received Kevin Warsh’s nomination as Fed Chair with relative composure. Rather than triggering a sharp repricing, investors treated the announcement as a question of...
  8. News

    Jackie Bowie featured in ICAEW on subdued growth and persistent inflation

    Jackie Bowie spotlight in ICAEW on inflation, interest rates, and growth.
  9. Market Update

    FOMC holds rates steady, emphasizes patience

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    Earlier today, January 28, 2026, the Federal Open Market Committee (FOMC) voted to keep their target rate in a range of 3.50% to 3.75%. The decision was not unanimous, with 10 members voting to hold rates steady while Governors Waller and Miran dissented in favor of a rate cut.
  10. Market Update

    Davos and data

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    Policy uncertainty drove a choppy start to the week, with equity markets pressured by renewed tariff concerns before stabilizing. As trade tensions eased, volatility moderated, but not enough to erase early losses. The S&P 500 ended modestly lower on the week, while Treasury yields were unchanged.
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11-20 of 659 results