What Has Changed Since September 2, 2026 Since the update to the Clear View MarketFlex model was finalized on September 2, a sequence of consequential developments has shifted the macro landscape in ways ...

Where We Stand Today Since our August update, the landscape has shifted meaningfully. The Federal Reserve raised rates for the first time since 2023, oil remains elevated, and the S&...

The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from more cooking." 1 This key idea in economics is that raising ...

Over the past year, interest rates have continued to creep up putting the Fed between a rock and a hard place. How this shapes your investment portfolio is a key ...

Treasury rates have surged to their highest levels in recent years due to a combination of concerns around inflation, oil prices, the national debt, and the Fed. The 10-year Treasury ...

Market forces shaped by a Fed divided over interest rate policy, oil prices continuing to drive inflation fears and continuing consumer and business investment spending despite uncertainty