Something strange—and alarming—is happening in the global financial system. On the surface it’s a trade war with China. Below the surface it’s something much deeper. Here is what’s obvious: In a normal world, this doesn’t make sense. Why? Because in a…
Tariffs on Mexico: U.S. Trade Policies & Their Economic Impact
Tariffs on Mexico: What’s Changing in 2025? The trade relationship between the U.S. and Mexico has taken a sharp turn in 2025. President Donald Trump’s return to office has led to new and increased tariffs on Mexico, disrupting industries and raising…
Tariffs on Canada: The Latest U.S. Trade Policies & Their Impact
Tariffs on Canada: What’s Happening in 2025? Trade tensions between the U.S. and Canada have flared up again. The return of Donald Trump’s administration in 2025 has led to sweeping new tariffs on Canada. These tariffs disrupt industries, raise costs, and…
Are Rates Going Down? Trade Wars & Indicators Say Yes
The question, “are rates going down?,” has been on everyone’s mind. As market volatility continues to dominate headlines, interest rates appear at a pivotal point. Whether you’re an investor, homebuyer, or economist, interest rates matter. Their impact is far reaching, into…
Interest Rates On the Move, Here’s What You Need To Know
On Sept. 18th, the Federal Reserve announced a cut in interest rates. What happened since then? Other than another rate cut in October — the interest rate on the 10-year US Treasury has gone up 44% since then. Why are rates going up,…
Is “Higher for Longer” Back on the Table?
Almost two weeks ago, we got an outsized GDP reading of over 3%. Last week we expected 185,000 new jobs, we got 300,000+. The market continued to rally, despite the fact that higher for longer might be on the table again….
Why a US Recession is Likely After Calls for a “Soft Landing”
In today’s economic landscape, the US faces an uncomfortable truth: the expectation of a soft landing may not hold true. Recent economic history has taught us that complacency can be our worst enemy. And there are compelling reasons to believe that…
The Micro Middle Market: Defining a New Segment
In the vast landscape of business, there’s a category often overlooked and underserved: big small businesses. It’s what we refer to as the Micro Middle Market (MMM), or businesses doing $2M to $25M a year in sales. Despite its significance to…
How Private Capital is Filling the Bank Lending Void
In recent years, we’ve witnessed a massive influx of private capital, filling the void where traditional banks have become risk averse. The shift has arguably been tectonic, with private market assets reaching $7T+ in asset value. This growth has been further…