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Recent Perspectives

July 30, 2021

Things Couldn’t Be Better

The COVID Delta Variant’s Looming Threat to Risk Assets.

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July 26, 2021

A Better Way to Pay for Infrastructure Investments

A revival of the Obama-era Build America Bonds would raise funds with less taxes.

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July 14, 2021

Still No Reason to Panic About Inflation

Taking a look at the upside surprise in June’s CPI.

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June 10, 2021

The Fed's Strategic Play: Closing the Chapter on Its Credit Facilities

Examining the Fed’s announcement to sell its SMCCF holdings.

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June 04, 2021

Unpacking the May Jobs Report: Further Progress, but Far from Substantial

A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course.

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