Markets & Economy

Jay Welles

Managing Director of the Technology Group

Talking Facebook and the Metaverse with Jay Welles, Lead Tech Analyst

November 04, 2021 | Market Commentary

Facebook can’t seem to stay out of the news, and its latest foray is one of its wildest bets yet. Late last week, Mark Zuckerberg, chief executive of Meta, the company formerly known as Facebook, announced a firmwide rebrand as the digital media giant seeks to refocus on the next frontier of …

Our Perspective on Afghanistan

August 30, 2021 | Market Commentary

The situation in Afghanistan is quickly evolving. As the US Military works to ensure a safe evacuation for as many Americans and Western allies as they can, a stark reality is beginning to set in. The Taliban have taken over, and their rules are now reality for the approximately 40 million people …

China's Private Sector Crackdown

August 11, 2021 | Market Commentary

China has been a bit of an outlier globally in terms of its response to COVID and the resulting economic cycle that has followed. Conspiracy theories and differences of opinion with regard to the origin of the virus aside, one could argue that China was uniquely suited to handle this pandemic from …

Chris Petrosino

Managing Director of Quantitative Strategies Group

An Update on Wages and Inflation

July 07, 2021 | Market Commentary

Inflation has moved higher in 2021 as the US economy began a once-and-for-all reopening. Surging demand, supply chain shortages, and government stimulus have combined to cause eye-popping price hikes for goods and services closely linked to a return to pre-pandemic life. In today’s blog post, we …