Week of February 23–27 Markets are balancing solid earnings, evolving trade policy, and diverging inflation trends across regions. While growth […]
Insights AWM
Markets Navigate Policy and Growth Signals
Growth cools; inflation persists
The U.S. economy grew at a 1.4% annualized rate in the fourth quarter of 2025, below expectations, as the government […]
Moderate Growth and Mixed Signals
Week of February 16–20 The week brought signs of slowing growth in the U.S., persistent inflation pressures in Europe, and […]
A Practical Taxonomy of Alternative Investments
Understanding the Diversity of Alternatives: From Real Estate to Crypto One of the most common questions I get from new […]
Weekly global macro outlook
February 9–13 The global economy continues to show moderate growth, with inflation easing in developed markets while emerging markets face […]
The Fed Enters a New Phase
The nomination of Kevin Warsh as the next Chair of the Federal Reserve marks an inflection point for U.S. monetary […]
