Educational Insights

Our Monthly Market Update provides a brief overview of recent developments across the economy and financial markets, highlighting the key themes and data that shaped the month.

Energy prices may be higher, but the economy is using energy more efficiently than ever before. This piece examines how advancements in technology have helped offset rising energy costs across everyday life and the broader economy.

The Capital Market Snapshot report helps show clients how markets are reacting to global events in real time. Learn more about economics and markets with this timely read.

This piece explores the journey of a company going public, using the analogy of moving from the minor leagues to the major leagues. It breaks down what an IPO is, how companies enter public markets, and how some—like SpaceX—may challenge traditional paths to joining major indexes like the S&P 500.

A look at how oil price spikes have historically related to recessions, and why rising energy costs may be more of a warning sign than a guarantee of economic trouble.

An exploration of how growing private-credit exposure to software companies may be creating new areas of risk within today’s financial system. The paper draws comparisons to past credit cycles and discusses where vulnerabilities could be emerging.

Our Monthly Market Update provides a brief overview of recent developments across the economy and financial markets, highlighting the key themes and data that shaped the month.

The Capital Market Snapshot report helps show clients how markets are reacting to global events in real time. Learn more about economics and markets with this timely read.

Touching on the recent Israel–Iran conflict and its impact on energy prices and market volatility. Providing historical context and commentary on markets navigating geopolitical disruptions.

Market volatility is a normal part of investing and has historically occurred during periods of economic uncertainty. Despite these disruptions, markets have often recovered over time, reinforcing the value of maintaining a long-term investment perspective.

A review of how different market sectors performed before, during, and after the dot-com bubble, highlighting the contrast between technology-driven enthusiasm and more fundamentals-oriented industries. 

Our Monthly Market Update provides a brief overview of recent developments across the economy and financial markets, highlighting the key themes and data that shaped the month.

The Capital Market Snapshot report helps show clients how markets are reacting to global events in real time. Learn more about economics and markets with this timely read.

While the Federal Reserve holds formal authority over monetary policy, real power is constrained by financial markets, which collectively aggregate information and ultimately determine whether policy is credible and effective. In this sense, no single leader can override collective wisdom.

Our Monthly Market Update provides a brief overview of recent developments across the economy and financial markets, highlighting the key themes and data that shaped the month.

The Capital Market Snapshot report helps show clients how markets are reacting to global events in real time. Learn more about economics and markets with this timely read.

When used passively, AI can weaken understanding, but when used actively, it amplifies human judgment and learning. Ultimately, AI does not replace thinking—it increases the value of disciplined and engaged human cognition.

Examining the economics of continuous news shows how it has evolved and transformed the news experience, fueling a constant battle for attention and challenging our ability to stay rational.

The U.S. and Venezuela are a hot topic in the world of geopolitics, financial markets, and energy. Here we take a look at the larger principals at play and the dichotomy of resource rich nations. 

Since the creation of the Federal Reserve in the early 1900's, political leaders have had ideas on how they should operate. The Fed has often been under pressure and scrutiny, acting as a buffer between politics and the economy. 

Many of us have heard about cryptocurrency, but do we know what it is, how it works, or why it is considered a revolutionary form of money? This educational piece helps demystify crypto currencies and show why they are becoming more prevalent.

CRN202810-9561253