7 Key Themes to Watch in 2026
From an economic perspective, the 2020’s have been remarkable in many ways thus far. Here's what to track in 2026.
The U.S. Economy in Transition
Third-quarter data marked a meaningful transition in the economic landscape. The quarter opened on solid footing and then the backdrop shifted.
A Brief History of Government Shutdowns
The U.S. government has shut down after Congress failed to reach a funding agreement earlier this week. This is the 11th government shutdown since 1981.
Fed Cuts & Portfolio Implications
The Fed recently cut policy rates by a quarter of a percentage point (or 0.25%) continuing the easing cycle that began in 2024.
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Tariffs, Trade & the GDP Dip [VIDEO]
The U.S. economy declined at an annualized rate of 0.3% in the first quarter of 2025, marking the first negative reading since early 2022.
Tariffs & the Market Reaction
As you know, President Trump announced new tariffs on nearly all major U.S. trading partners on Wednesday. The tariffs proved more stringent than the market anticipated.