The Midterms: What Could Change for Different Sectors?

In this episode, we examine where the midterm elections could matter most for investors. We discuss potential implications for trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and how shifts in spending, regulation, and bipartisan policy efforts could affect…

Third-Quarter Earnings: Lofty Expectations, an Uneven Picture

In this episode, we examine the start of third-quarter earnings season and the factors shaping expectations for corporate America. We discuss why earnings forecasts have risen, where profit growth is strongest, what revenue trends and consumer spending data can tell us about the broader economy, ho…

Doing Business in Space: Six Areas of This New Economy

In this episode, we examine the rapidly evolving space economy and the forces driving its growth. We discuss how competition is lowering the cost of access to space, the expanding role of satellites in communications and national security, emerging opportunities in AI infrastructure and manufacturi…

Artificial Intelligence: Free Markets, Bad Actors, and Economic Transformation

In this episode, we examine the rapid evolution of artificial intelligence and its growing impact on the economy. We discuss how competition fueled AI innovation, the risks posed by misuse and regulatory uncertainty, the latest developments in AI capabilities, and why many economists believe AI cou…

The Midterms: We Are in and Will Remain in Divided Government

In this episode, we examine the outlook for the 2026 midterm elections and the potential for continued divided government in Washington. We discuss the key races to watch, the historical relationship between midterms and market performance, and the policy areas likely to command investor attention …

The Fed Raises Rates to Combat Inflation

In this episode, we discuss the Federal Reserve's first rate hike since 2023 and the energy-driven inflation pressures behind the decision. We examine the latest economic projections, Chair Warsh's comments, the outlook for additional rate increases, and what persistently elevated interest rates co…

Numerous Pressures Push Interest Rates Higher

In this episode, we discuss why long-term government bond yields have climbed to multidecade highs in the U.S. and abroad. We look at the term premium, the U.S. Fiscal Trajectory, and what it could mean for the outlook for rates. To read this week's Sight|Lines, click here.  The views expressed i…

Second-Quarter Earnings: A High Bar Cleared – Mostly

In this episode, we revisit our outlook for second quarter earnings and evaluate how results have compared with expectations. We discuss the strength of earnings and revenue growth, the outsized contributions from technology and AI-related investments, and what investors should watch as questions a…

A New Chapter at the Fed: What Two Meetings Have Shown

In this episode, we explore what has changed at the Federal Reserve under Chair Kevin Warsh. We discuss the Fed’s shift away from forward guidance, increased policy debate, and the implications for investors. To read this week's Sight|Lines, click here.  The views expressed in this podcast may no…

Coercive Diplomacy: The Managed Off-Ramp Is Proving Bumpy

In this episode, we discuss the latest developments in the Middle East and what they could mean for investors. We explore the relationship between geopolitical tensions, diplomacy, and markets, and why the road to a lasting resolution may be uneven. To read this week's Sight|Lines, click here.  T…