💡 Insight

Short-form analysis, market commentary, and thought pieces on economics and finance.

June 4, 2025

The Yield Curve Un-Inverts — What It Means for Global Markets

After two years of inversion, the US Treasury yield curve has finally normalized. Historically, this signals a turning point — but is this cycle different? We break down the implications for bonds, equities, and the real economy.

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May 28, 2025

The Fed's Rate Path: Data Dependency vs. Forward Guidance

As the Fed navigates the final stages of its inflation fight, the tension between data-dependent policymaking and maintaining credibility through forward guidance is coming to a head.

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May 15, 2025

Why the Dollar's Reserve Status Isn't Going Anywhere

Despite all the talk of de-dollarization, the structural forces supporting the US dollar as the world's primary reserve currency remain as strong as ever. Here's why.

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