What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.

We analyze the key questions and considerations surrounding Chainlink and Avalanche and their native tokens.

Globalization is being reorganized around security and resilience, creating uneven risks and opportunities across markets.

The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.

The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.

Our point of view on recent market and economic activity.

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.