CAPITAL IDEAS^TM

United States

Trade

Assessing the impact of US tariffs
Long-Term Investing

5 keys to investing in 2025
World Markets Review

World markets review —Fourth quarter 2024
Politics

Economic outlook: Global growth dependent on a resilient US
Election

Trump’s victory signals major policy shifts ahead
Election

What to expect between Election Day and the inauguration
Interest Rates

What if the Fed doesn’t cut interest rates this year?

Darrell Spence
Markets & Economy

The US avoided recession last year. What comes next?
Bonds

Debt ceiling showdown: Should investors worry?
Markets & Economy

10 investment themes for 2023
Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller
Interest Rates

Is the era of easy money coming to an end?
Fed

Implications of the US Federal Reserve’s June 16 announcement
United States

U.S. economy is set to boom, zoom and consume
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Election

How elections move markets in 5 charts