Topic

Macro Economy

A collection of 39 posts

Weekly Brief

Inflation's New Normal

Why 3% inflation may be here to stay | A framework for bonds vs. cash | 529 series wraps up

| 3 min read
IVA Research

Growth vs. Value: A Debate Without a Winner

The real-world data doesn't settle the growth-versus-value debate—and neither do the academics.

| 8 min read
Weekly Brief

Uncertainty Moves Gold, But Growth Moves Stocks

Why safe havens react—and productive assets still matter

| 4 min read
Weekly Brief

A Greenland-Sized Shock

Traders react to rising U.S-Europe tensions | One volatile day, familiar lessons

| 3 min read
IVA Research

Vanguard’s Market Call Comes With an Asterisk

MAILBAG | Vanguard’s latest outlook flips the classic portfolio on its head—but history, humility, and diversification still matter.

| 8 min read
Weekly Brief

Big News, Small Market Moves

An incursion in Venezuela grabs attention—but not the markets

| 4 min read