Special Report

Highlights The Senate will pass the $1.9 trillion American Rescue Plan largely as it stands. Markets will now turn to Biden’s second major reconciliation bill for FY2022 – the one with tax hikes. Democrats will go forward…

Special Report

Highlights The Biden administration will not attempt a major diplomatic “reset” with Russia. The era of engagement is over. Russia faces rising domestic political risk and rising geopolitical risk at the same time. A war…

Highlights The Senate will pass the $1.9 trillion American Rescue Plan largely as it stands. Markets will now turn to Biden’s second major reconciliation bill for FY2022 – the one with tax hikes. Democrats will go forward…

Highlights Market-based geopolitical analysis is about identifying upside as well as downside risk. So far this year upside risks include vaccine efficacy, coordinated monetary and fiscal stimulus, China’s avoidance of over-…

Special Report

For this month’s Special Report, we are sending you a collaboration between our US Investment Strategy and US Political Strategy teams. US Political Strategy is our newest strategy service and it extends the proprietary framework of…

Special Report

Highlights Ronald Reagan cast a long shadow over the elected officials who followed him … : The influence of the economic policies associated with Ronald Reagan held such persistent sway that even the Clinton and Obama…

Highlights Both the US and Iran have the intention and capability of restoring the 2015 nuclear deal so investors should presume that an escalation in tensions will conclude with a new arrangement by August this year. However, the…

Highlights Health care remains a top priority of the Democratic Party even though it is flying under the radar at the moment. Health care embodies the shift from small government to big government. While the 2021 budget reconciliation…