Economic Commentary: What Now?

Blue wave election aftermath: the minimum wage and ACA premiums may be first up, and what that could mean for inflation after November 3.

Blue wave election aftermath: the minimum wage and ACA premiums may be first up, and what that could mean for inflation after November 3.

October 2026 Monthly Markets Update

Executive Summary In October, global equities had negative returns as markets soured on the AI trade. Equities started the month on a positive note after a choppy September as, despite high oil prices, persistent inflationary pressures and high bond yields, traders focused on the upcoming corporate earnings season which was expected to show continued double-digit […]