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Consumers are getting out of the house—and bringing their wallets.

As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our key expectations for this year...
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Reading the Corporate Tea Leaves

Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings season could arguably be one...
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HI_Market Notes header_8132018

U.S. Economic Strength Helps Domestic Equities Outperform

Key inflation data for the month of July was released last week. Core inflation (as measured by the consumer price...
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HI_Market Notes - US economy strong as Fed holds steady - 862018

U.S. Economy Stays Strong as the Fed Holds Steady

The Federal Reserve Board last week left a key short-term interest rate unchanged, as expected. But the Fed also explicitly...
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