Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Macro 1/3/2025
Will China’s yuan ever dethrone the U.S. dollar as the global reserve currency? The Impossible Trinity explains why the challenge is steep. See how...
READ MOREMacro 12/27/2024
Reflecting on 2024 in this special edition of The Morning Pour, we revisit three pivotal themes: the liquidity crunch in the repo market, China's m...
READ MOREMacro 12/13/2024
The U.S. dollar dominates global trade and finance, but its position is not without risks. Learn why its strength persists, the challenges of trade...
READ MOREMacro 12/6/2024
The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb...
READ MOREMacro 11/8/2024
Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...
READ MOREMacro 11/1/2024
Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...
READ MOREMacro 10/18/2024
As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ...
READ MOREMacro 10/4/2024
China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ...
READ MOREMacro 9/27/2024
Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s...
READ MOREMacro 9/13/2024
Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi...
READ MOREMacro 9/6/2024
The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a...
READ MORE