◀ The Principal Blog

Brexit anniversary: a year of global populism



It’s been a year since the Brexit vote in the United Kingdom, so I thought I would take a moment to reflect on the global populist movement. Aside from Brexit, the past year has brought the election of Donald Trump as U.S. president and conventional politicians battling populist challengers in…

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Short and Sharp – The Federal Reserve and a tale of two markets



Markets weren’t surprised. The Federal Reserve (Fed) had clearly telegraphed their decision to raise policy rates last week. But what was less expected was the Fed’s signal about future policy: another rate hike is likely this year, three more next year, plus the Fed will begin reducing the…

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