Keynes Is Still with Us

Published on October 27, 2026

Keynes’ influence is still very much alive. As one point of evidence, Robert Hall of Stanford University and Michael Woodford of Columbia University, champions of what is now known as “The New Keynesian Theory,” were recognized with this year’s Nobel Prize in Economics.

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Key Catalysts for Markets in the Weeks Ahead

October 27, 2026
The next two weeks bring an unusually crowded lineup of potential market-moving catalysts, including a Federal Reserve (Fed) policy meeting, the busiest stretch of third-quarter 2026 earnings season, the Treasury’s Quarterly Refunding Announcement and the midterm elections.

No Safe Harbor

October 27, 2026
The Middle Eastern waters might be calm enough to allow for energy shipments to recover toward pre-war levels, but Asia-Pacific (APAC) economies are not yet in calm waters. Tight petroleum product supplies and higher shipping costs leave the region vulnerable to further shocks.