Tariff Pass-Through Is Not Over

Published on July 14, 2026

While tariff uncertainty hasn’t completely disappeared, it has diminished, and firms are feeling less uncertain about the future.

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Labor Market Strength Shifts Focus Back to Inflation

July 14, 2026
Over the past few weeks, data has continued to point to a U.S. labor market that is healing after showing signs of weakness starting in late 2024 and persisting for nearly the entirety of 2025—a condition that spurred the Fed to cut rates even as inflation remained stuck above its 2 percent target.

Building Bridges: Understanding & Navigating the Structural Divide Between Private & Public Markets

July 14, 2026
The lifecycle of many private, high-growth companies has shifted from the more typical hand-off between private and public markets to a private-for-longer model, in which companies increasingly capture significant appreciation while remaining private.