Powell’s Resignation Could Safeguard Fed Independence

Published on July 23, 2025

Despite continued economic resilience, the political storm brewing between President Trump and Federal Reserve Chair Powell has taken center stage.

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Capital Markets Outlook 3Q 2025: Red Light, Green Light…Yellow Light?

July 23, 2025
We’re not surprised by the macro and market resilience, but it’s too soon to say we’re out of the woods, especially as the impact of uneven fiscal policy comes into sharper focus. Opportunities are out there, but context and discipline are critical.

An Obvious, Investable Trend

July 23, 2025
Last week, we covered my concerns about AI’s impact on jobs. This week, we’ll take a look at its impact on energy demand and who pays for that energy.