Topic

Macro Economy

A collection of 29 posts

Weekly Brief

Forecasts, Fees, and False Narratives

All winning streaks end | The economy contracted last quarter | Treasury Secretary’s sweeping forecast | A zero-fee fund follow-up | Vanguard’s 10-year outlook

| 10 min read
Quick Take

Relief Rally or Just a Pause?

Tariffs paused. Markets surged. But the uncertainty? Still very much in play.

| 3 min read
Weekly Brief

The Tariff Tsunami

Tariff shock | Invest in the world as it is | Practical steps for long-term investors

| 5 min read
Weekly Brief

Sentiment Sours

Consumers are concerned | Investors are worried | Diversification is working

| 4 min read
IVA Research

Taking Stock of Treasurys

MAILBAG | Are Treasurys still safe? In a word, yes.

| 4 min read
Weekly Brief

When Good News is Bad: Unemployment, Inflation, and Market Reactions

A strong unemployment report | Inflation nears 3% | Bitcoin one year later | Vanguard plans to launch Short Duration Bond ETF | Manager changes

| 5 min read