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Here's a note with my latest thoughts on recent developments in the Middle East.

Federal Reserve leadership periodically changes. Here's what to expect.

From an economic perspective, the 2020’s have been remarkable in many ways thus far. Here's what to track in 2026.

Third-quarter data marked a meaningful transition in the economic landscape. The quarter opened on solid footing and then the backdrop shifted.

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.

The Fed recently cut policy rates by a quarter of a percentage point (or 0.25%) continuing the easing cycle that began in 2024.