Resources

AI Capex Mania Extends Bull Run

AI Capex Mania Extends Bull Run

Investment CommentaryBenjamin WeinbergOctober 10, 2025

Rising Inflation and Slowing Employment Put FOMC in a Bind

Rising Inflation and Slowing Employment Put FOMC in a Bind

Investment CommentaryBenjamin WeinbergSeptember 4, 2025

Record High Equity Markets Looking Past Stagflationary Signals

Record High Equity Markets Looking Past Stagflationary Signals

Investment CommentaryBenjamin WeinbergAugust 7, 2025

Big, Beautiful Bond Volatility

Big, Beautiful Bond Volatility

Investment CommentaryBenjamin WeinbergJune 5, 2025

No White Smoke on Tariff Relief

No White Smoke on Tariff Relief

Investment CommentaryBenjamin WeinbergMay 9, 2025

Liberation Day Compounds Policy Uncertainty

Liberation Day Compounds Policy Uncertainty

Investment CommentaryBenjamin WeinbergApril 3, 2025

Policy Uncertainty and Declining Consumer Confidence Rattles Markets

Policy Uncertainty and Declining Consumer Confidence Rattles Markets

Investment CommentaryBenjamin WeinbergMarch 6, 2025

The Uneven Path to Disinflation

The Uneven Path to Disinflation

Investment CommentaryBenjamin WeinbergFebruary 6, 2025