Markets in Context: Noise vs. Fundamentals

Published on April 24, 2026

Markets are being pulled in multiple directions. Geopolitical tensions, questions around Federal Reserve policy and the rapid rise of artificial intelligence are all competing for investor attention.

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When Geopolitics Becomes an Economic Input

April 24, 2026
Markets have long struggled to price geopolitical risk. Part of the issue is that each flare-up tends to be viewed as a one-off volatility jolt to be weathered and then faded once there is resolution.

Seven Takeaways from Warsh Confirmation Hearing

April 24, 2026
Kevin Warsh's bid to become the next chair of the Federal Open Market Committee (FOMC) unfolded amid sharp political tension, legal uncertainty, and pointed questions about his independence from President Trunp. During a combative Senate confirmation hearing, Warsh sought to reassure lawmakers that he would not allow political pressure to dictate monetary policy, even as unresolved Justice Departm