Looking up at cable bridge


Outlook 2023

We provide our view on the paths for inflation, monetary policy, Washington policy, the economy, and markets.

Read the Report | Watch the Video Summary

View the Webinar Replay | Click here for the webinar slides.

January Investment Strategy Brief: Outlook 2023: Finding Balance

We dive a little deeper into our Outlook 2023: Finding Balance, including our views on the economy and markets in 2023.

Headline Inflation Improvement Masks Underlying Risks

The latest inflation data shows headline prices continuing to cool.  Looking beyond the headline, some components of inflation remain worrisome as they continue a relentless move higher.

Potomac Perspectives

Federal Reserve Board Vice Chair Lael Brainard is reportedly in the running for a key White House economic policy job. This move could have some short-term implications for monetary and bank regulatory policy.

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