Frank Kelly’s Geopolitical Week Ahead | August 30, 2026

By: Francis (Frank) J. Kelly

Putin and Xi to meet at SCO, the G20 finance ministers and central bank heads gather in North Carolina, and Germany and the EU prepare tough new sanctions on Russia.

Frank Kelly’s Geopolitical Week Ahead | April 19, 2026

By: Francis (Frank) J. Kelly

From rapidly shifting signals over peace talks and a fragile ceasefire deadline, to European policy coordination and a pivotal Fed Chair confirmation, we outline what’s on the geopolitical agenda—and what markets are watching this week.

Frank Kelly’s Congressional Outlook | August 31, 2026

By: Francis (Frank) J. Kelly

Time’s Up – The Congressional calendar is almost done, but markets should watch for possible debt ceiling increase

Frank Kelly Special | June 11, 2026

By: Francis (Frank) J. Kelly

What is going on with Congress’ efforts to pass a Housing Bill and a Crypto Bill?

Frank Kelly Special | America’s 250th anniversary

By: Francis (Frank) J. Kelly

Hard work, grit, and a bright future ahead

Frank Kelly | The cost of the Jay Powell investigation

By: Francis (Frank) J. Kelly

Following the shock report that the U.S. Justice Department launched a criminal investigation of Federal Reserve Chair Jay Powell over renovations of the Fed’s headquarters, we see several important results that could be of concern to markets.

France's debt problem is not Europe's crisis

France’s fiscal problems are serious, but stronger external balances and institutional safeguards make a repeat of the earlier euro crisis unlikely.

First cracks in the dollar's dominance

By: Vincenzo Vedda

It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.

European earnings under scrutiny

European earnings have accelerated. Whether that warrants a lasting rerating will depend on how broadly and durably profits continue to grow.

Europe’s gas stores tell only half the story

A changing gas market may be making gas storage levels a less reliable guide to winter risks. Still, there are good reasons to worry about upcoming heating bills.

Europe’s absolute and relative charm

By: Vincenzo Vedda

Markets don't move on headlines alone. Structural shifts are changing Europe's investment story.  

Europe gets moving

Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.

EUR/USD rate is caught in a sideways trend

The euro may need fresh impetus from Europe to gain further momentum

Energy shocks fade. Their echo does not.

When prices jump, households adjust fast. Their expectations do not.

Energy shocks expose statistical blind spots

The Hormuz crisis has revealed the limitations of traditional energy statistics, telling us much about where energy comes from, but little about how it is used.