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The Blue Tsunami and Reflections on the Midterm Elections: What Happens Next?
What could Democratic control of Congress mean for spending, interest rates and markets? Brian Horrigan examines the 2026 US midterm[…]
US Midterm Elections: What Could Move Markets After the Votes Are Counted?
How could the 2026 midterms affect markets? Brian Horrigan looks at the balance of power, fiscal deadlines and congressional oversight.
Did the Public Debt Really Reach $40 Trillion? Should We Worry?
Brian Horrigan explains the difference between US public debt measures, why the distinction matters, and what rising debt means for[…]
Energy and the US Economy: A Story in Five Charts
Structural changes mean the US economy is less vulnerable to an energy shock than it was in the past, but[…]
Goodbye, IEEPA Tariffs. What’s Next?
The end of IEEPA tariffs struck a major blow to the Trump administration’s trade and fiscal policy, but it doesn’t[…]
Ten Things to Know About Fed Leadership and the Path to a New Fed Chair
Here are 10 key points to keep in mind about Fed leadership and the nomination process for Fed Chair.
Tariff Turnover: How the CIT Ruling Could Change US Trade Policy
Chief Economist Brian Horrigan recaps how the Court of International Trade's ruling against IEEPA tariffs could change the current trade[…]
Downgrading US Debt; Upgrading Fiscal Anxiety
Chief Economist Brian Horrigan discusses the impact of Moody's downgrade of US Treasury debt and compares the circumstances with prior[…]
Deficits, Taxes and Trade: A Presidential Policy Breakdown
Chief Economist Brian Horrigan reviews the presidential candidates' policy proposals. Read on to learn about the implications for fiscal spending,[…]
US Elections 101: The Electoral College Explained
While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain[…]
A Mysterious Employment Report: Reconciling Contradictory Messages
Chief Economist Brian Horrigan explains why he expects mean reversion after a conflicting employment report in May.
Fitch Downgrades US Treasurys: A Tale of Debt and Dysfunction
Fitch Ratings has downgraded the long-term rating of US Treasurys from AAA to AA+. Chief Economist Brian Horrigan shares his[…]
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