An Inflation Conundrum – Our OER Update
September 12, 2025 | Sam Rines
Not too long ago, inflation was the dictating factor of monetary policy. The FOMC's policy function was heavily tilted away from employment and toward prices.
The Prediction Market Playbook
September 12, 2025 | John Kulis
With the football season officially underway, we examine the increasing size of the sports prediction markets.
A Global View on the Defense Sector
September 11, 2025 | Petr Pinkhasov
With the DSEI global defense event taking place this week in London, an update on defense spending in Europe deserves an audience as capital flows may come into the market.
The Cat Bond Hedge
September 3, 2025 | Sam Rines
There are many reasons for investors to be somewhat skeptical of putting money to work in the long end of the curve.
Data Centers – Where to Put Money to Work
September 3, 2025 | Petr Pinkhasov
The AI buildout continues to be a core secular theme in markets, which have shown significant resilience, particularly when considering energy consumption needs.
Job Opportunities: Should I Stay or Should I Go?
September 2, 2025 | John Kulis
According to the Federal Reserve Bank of New York's SCE Labor Market Survey, 12.90% of those employed in March 2025 had left their job by July 2025. This was the highest level since July 2020 when 15.50% left their job...
The Age Old Question: To Buy a Home or to Rent?
September 2, 2025 | Kylie Leverenz
Utilizing data from the Federal Reserve Survey of Consumer Finance, the median net worth of a homeowner in 2025 was estimated to be $430,000, an increase from the median net worth of $396,200 in 2022.
Wind Turbines
August 15, 2025 | John Kulis
BloombergNEF projects that the capacity of new solar, wind, and batteries deployed will rise to 72 gigawatts ("GW") in 2025 and peak at 85 GW in 2026.
That Time Again: Back to College
August 14, 2025 | Kylie Leverenz
The heatmap below outlines the undergraduate enrollment changes for public and private universities by state from the school year 2023-2024 to the school year 2024-2025.