Everything Everywhere, All at Once

Published on January 20, 2026

The U.S. and global economy remain on solid footing. We don’t believe recent geopolitical developments pose a systemic risk to markets at this time

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The Bond Market in 2026: What Could Go Wrong?

January 20, 2026
We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

U.S. Government Still Running Massive Deficit Despite Tariff Revenue

January 20, 2026
Despite the influx of tariff revenue, the federal government continues to run a massive budget deficit. The December budget shortfall came in at $144.75 billion, a record for the month. That was 68 percent higher than December 2024.