Earnings strength carried US equities even as companies projected uncertainty about an unresolved economic outlook and foreshadowed price...

Another domestic stock rally belied pervasive trade policy and economic outlook uncertainty. Dollar strength and steadying Treasuries...

Tuesday's rhetorical retreat calmed market jitters, sending equity indices above Friday's closes as the dollar and Treasuries found their...

Nascent concerns about central bank independence amid tariff-related risks weighed on US assets on Monday. Major equity indices declined...

A look at important themes on the horizon (April 14 - April 18). The Week Ahead AFTER/BEFORE THE STORM: Reciprocal tariffs have been...

A look at important themes on the horizon (April 7 - April 11). The Week Ahead BAD MEDICINE: If markets were hoping for a tariff...

A look at important themes on the horizon (March 31 - April 4). The Week Ahead CLARITY: Whether rumored US tariffs or the uncertainty...

The Federal Reserve's meeting-to-meeting process is not opaque or secret, even if the deliberations themselves are. Monetary policy...

Few changes to the Federal Reserve's policy statement and median rate projections masked an important shift. With further progress on...

Sustained risk-asset weakness and recession fears may have spurred hopes for a helping hand from the Fed, but the central bank is likely...

Introducing Datum Research Commentary, Notes will comprise short annotations of current events, topical developments, and important...

The world of computing is not new, but our exposure to it is. In the series introduction, we explore the origins of digital computing and...