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Global Perspectives

Nov 10, 2021

Credit Royale

By Christopher A. Sheldon

As with all great stories and cycles — they begin and end somewhere. Years of history, plot twists, and rotating protagonists have made the credit....

Dec 16, 2021

A Different Kind of Recovery

By Henry H. McVey

As we peer around the corner towards tomorrow, our macro viewpoint remains that this cycle will be different. The ongoing uncertainty linked to COV....

Jan 27, 2022

You’re gonna need
a bigger boat!

By Daniel Pietrzak

Through our recent conversations with management teams globally, we were reminded of the 1975 thriller “Jaws.” In it Mayor Vaughn exclaims “We....

Feb 10, 2022

Labor in Transition

By Henry H. McVey

Even before the pandemic, our macro forecasts had been signaling that a structural shift in the U.S. employment market was taking place. Indeed, de....

Feb 18, 2022

Great Market Expectations

By Christopher A. Sheldon, Kristopher Novell, Tal Reback

Originally published in serial form in 1860, and released as a book in 1861, Great Expectations by Charles Dickens remains today a brilliant and rel....

Mar 24, 2022

State of Play

By Henry H. McVey

No doubt, war is a human tragedy. It requires heavy reflection on what has transpired and how it can be avoided in the future. However, the current....