Topic

Macro Economy

A collection of 28 posts

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
IVA Research

Politics, Policies, and Portfolio Decisions

MAILBAG — Investing in a politically-charged environment.

| 5 min read