How a U.S. Government Shutdown Hits the Desk, and the Outlook

October 6, 2025

The U.S. government has shut down, furloughing federal workers and halting key economic data releases. Julia Hermann and Sarah Hirsch discuss how the data blackout complicates the Fed’s October 28–29 meeting and what it means for markets.

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Investment Themes for a Changing World Order

September 29, 2025

What does a new era of security-first economics mean for investors? Julia Hermann and Michael LoGalbo break down this element of a broader geopolitical regime shift – diving into current events in Eastern Europe as a prime example.


 

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