Publications

Government shutdowns in the U.S. are typically brief with modest economic impact, though short-term market dislocations may create investor opportunities. Read More

Court ruling challenges Trump’s tariffs, but appeals and alternative strategies suggest tariffs may remain a key revenue source into 2026. Read More

Given the escalation in the conflict between Iran and Israel over the weekend, here is a quick update on the potential impact on markets. Read More

On Friday, after failed U.S. negotiations on Iran’s nuclear program, Israel launched surprise attacks on Iran as Iran launched counterstrikes against Israel. Wh… Read More

At time of writing, tariffs on all Chinese imports will be as high as 245% within 90 days, although some softening of this position is now apparently possible. … Read More