Executive Summary: 2025 Year-End Review & 2026 Outlook (Fisher Investments)
A late-year rally brought global stocks’ returns near all-time highs. Numerous countries set new records as years…
Global Economic Outlook
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Cracks under Securitized Debt Markets (Principal Asset Management)
Aggregate U.S. consumer spending still looks healthy, but that strength is increasingly misleading. Beneath the…
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The Skills Mismatch Economy: Insights from the Wharton-Accenture Skills Index (Wharton)
AI is accelerating the shift from a role-based labor market to a skills-based economy, sharpening the relevance of…
Industrial Policy and State Capitalism (Meketa)
The second Trump administration has used a variety of policy tools to attract foreign and domestic investment in…
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