The higher-for-longer interest rates regime in place for several months reversed sharply in November, as muted inflation was reported across multiple economies. Lower bond yields coincided with a global equities rebound and the strength of most currencies against the U.S. dollar.
Recent Insights
Monday Macro with Dave – Escalation Abroad and Emerging Stress in Credit
Weekly perspective on current developments, emerging risks, and potential implications for investors.
March 3, 2026
Country Indices Flash Report – February 2026
Japanese Prime Minister Takaichi convincingly won a snap general election. Her party’s two-thirds lower-house majority—the first post-war instance achieved without a coalition partner—gives her broad latitude to shape policy. [[Read more]]
February 27, 2026
Can Geothermal Power the AI Revolution?
As the global economy enters a period of unprecedented expansion, geothermal energy is emerging from its niche status.
February 27, 2026
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