Research

Leave a comment Defense Spending: an opportunity & a risk Leave a comment

Defense Spending: an opportunity & a risk

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Key Takeaway: To a very real extent, this is the unwinding of the 1990s peace dividend when the Berlin Wall fell and the United States reduced military spending. As the major US defense contractors release their

Leave a comment Growth Opportunity: US Adaptation & Resilience to Climate Change Leave a comment

Growth Opportunity: US Adaptation & Resilience to Climate Change

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Introduction It's no secret that the Earth is heating up, and if permanent, it has serious consequences. As global temperatures rise, the costs of adapting to climate change will also increase. The last couple of years

Leave a comment WFH: future path & impact Leave a comment

WFH: future path & impact

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Before we do our deep dive, let’s simplify the overall environment for work from home (WFH) or work from anywhere (WFA), boiling it down to incentives driving actions. Let’s start with the negative impact on employees

Leave a comment Carbon Markets Deep Dive: global structure & outlook Leave a comment

Carbon Markets Deep Dive: global structure & outlook

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Climate change is considered by many to be the greatest challenge in modern history. As global temperatures increase, countries are faced with numerous natural disasters, including severe droughts, floods, cyclones, heatwaves, wildfires, and rising sea-levels.

Leave a comment US Midterm Elections: a bigger, longer impact than you know Leave a comment
Leave a comment Fed & Rates: Next Friday is the big day Leave a comment

Fed & Rates: Next Friday is the big day

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Let’s start with the big picture on interest rates. 90 central banks around the world have raised interest rates. This week, Indonesia, Norway, Philippines, Switzerland, Taiwan and the Bank of England all raised rates along

Leave a comment Inflation Reduction Act: provisions and subsidies Leave a comment

Inflation Reduction Act: provisions and subsidies

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Quick Intro The passage of the massive, and erroneously named, Inflation Reduction Act (IRA) is a milestone in the US fight against climate change. The stunning change in policy direction by Sen. (D, WV) Joe Manchin

Leave a comment Global Economic Activity & Monetary Policy Review: US, EU, UK, China and Japan Leave a comment
Leave a comment Interest Rates: what happens next Leave a comment

Interest Rates: what happens next

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On Wednesday, the US Federal Reserve raised its short-term interest rates by 75 basis points, to a range of 2.25% to 2.50% from a range of 1.5%-1.75%, their highest level since December 2018. If you’ve been following

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Inflation: what I’d advise the next president

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As we prepare for the USMidterms, I'm thinking more about #2024 & what I'd advise the next US president. The one key area I would tell her/him, get rid of as many current Federal Reserve