Insights and Commentary
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
Budget reconciliation process comes into focus
6/17/2025
Washington Policy Analyst Ed Mills discusses potential paths forward for Congress on what is expected to be the most expensive bill in U.S. history.
Economy & Policy
Higher oil prices complicate monetary policy
6/13/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Lost opportunity, closed window and measurement issues
6/6/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Court delivers good news on tariffs, but…
5/30/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The big beautiful bill: Stimulus now, tightening later
5/23/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Tariff relief a positive but high uncertainty remains
4/9/2025
In response to the 90-day pause on "reciprocal" tariffs, announced April 9, Managing Director, Washington Policy Analyst Ed Mills provides in-depth analysis of potential paths forward.
Economy & Policy
Tariff policy: potential paths and endgames
4/6/2025
In response to the April 2 “reciprocal” tariff announcement, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of potential paths forward.
Economy & Policy
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