Chief Global Strategist
23
years of experience
Seema Shah is Chief Global Strategist at Principal Asset Management. Based in London, she oversees global market strategy, providing valuable insight and perspective on the global economy and markets to institutional and retail clients around the world. She is responsible for the creation of global economic macro and secular event research, in particular, global central bank policy and its impact on capital markets. Seema is a regular speaker at industry conferences and forums. She appears regularly on CNBC and Bloomberg TV and is frequently quoted by the financial news media. She has a weekly column in the United Kingdom Sunday Times newspaper, discussing economic, market and political issues. Seema joined the firm in 2010, previously working as a strategist within Principal Fixed Income. Prior to joining Principal, Seema served as an economist at Capital Economics where she focused on macroeconomic analysis of the UK and the European economies. She also worked with the macro consulting group at PricewaterhouseCoopers, and as an economist at HM Treasury & Inland Revenue Service. Seema received a master's degree and bachelor's degree with honors in economics from the London School of Economics.
U.S. Federal Reserve policy decision: securing a soft landing
2 min
The Fed’s aggressive 50 basis point rate cut, while unconventional, reflects a proactive approach to stave off any potential economic weakness. With recession risks receding…
By
Seema Shah
Middle East conflict: Central bank forecast changes
2 min
Middle East tensions lift inflation risks, reshaping our central bank outlooks and markets.
By
Seema Shah
Principal Well-Being Index: Firms looking through the sticker shock
2 min
Persistent cost pressures are pushing firms toward technology investment and productivity gains.
By
Seema Shah, and Christian Floro, CFA
U.S. & Israel vs. Iran: A sharpening geopolitical fault line
2 min
Escalating Middle East conflict drives oil higher, raising risks for inflation, policy, and markets.
By
Seema Shah
The national debt: What it means for investors
2 min
The U.S. national debt is nearing $36 trillion, and interest payments could hit $1.71 trillion by 2034. Mandatory spending continues to squeeze the discretionary budget,…
By
Seema Shah, and Christian Floro, CFA
Capital markets: Shaping and scaling the future
4 min
Seema Shah, Chief Global Strategist at Principal AM, joined a panel on global markets amid inflation and uncertainty.
By
Seema Shah
December CPI report: Unlikely to alter the Fed’s course
2 min
December CPI holds steady; disinflation trend intact, keeping Fed policy on expected path.
By
Seema Shah, and Magdalena Ocampo
May CPI report: A September cut is back on the table
2 min
May's CPI report came in softer than expected, delivering a positive sign that recent months of sticky inflation may have been just a bump in the road.
By
Seema Shah
Keep an eye on your tech stocks
2 min
Investors risk overexposure to tech as market warnings mount—diversification is more crucial than ever.
By
Seema Shah
Global market perspectives: Navigating the path of fiscal sustainability
2 min
The “Big Beautiful Bill” boosts growth, but fluctuating tariffs and spending cuts may offset its expansionary impact.
By
Seema Shah
U.S. election: Policy and positioning
2 min
Heading into a contentious U.S. election season, investors need to avoid the noise and remain focused on the factors, and policies, that will drive markets in the period ahead.
By
Seema Shah
U.S. equities: A constructive setup for 2026
2 min
Broadening market strength and Fed easing support a constructive outlook into 2026.
By
Seema Shah
Federal Reserve policy rate path: An evolving picture
2 min
Stubbornly strong economic data has led to significant shifts in market expectations for when, and how quickly, the Federal Reserve will begin cutting policy rates.
By
Seema Shah
November CPI report: Inflation risks keep the Fed on edge
2 min
November CPI data points to a Fed rate cut at their December meeting, but persistent inflation pressures, especially in core services, are keeping policymakers cautious. With…
By
Seema Shah, and Christian Floro, CFA
Impact of federal employment cuts on the labor market
2 min
The Administration’s efforts to cut federal workers may raise unemployment later this year.
By
Seema Shah
A new flashpoint in U.S/Europe trade relations
U.S.–EU trade tensions rise as tariffs tied to Greenland spark market and policy uncertainty.
By
Seema Shah
Federal Reserve dot plot: Conflicted and open to persuasion
2 min
A series of soft inflation prints, coupled with evidence of labor market rebalancing, may still be enough to open the door to multiple rate cuts this year.
By
Seema Shah
March ECB meeting: Data dependence in a world of uncertainty
2 min
The ECB's decision to cut rates at its March meeting was no surprise, but path forward is much less certain.
By
Seema Shah
June CPI report: Tariff impact materializing
Inflation stays soft despite tariffs, giving the Fed space to delay rate cuts for now.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
July jobs report: Hoping the Fed hasn’t made a policy mistake
2 min
Today’s jobs report for July confirms that the labor market is slowing, all but ensuring a September rate cut.
By
Seema Shah
China’s policy measures: a pivotal week?
4 min
China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness.
By
Seema Shah, and Han Peng
A 90-day tariff reprieve
4 min
Markets cheered a 90-day tariff reprieve, but the harsher stance on China keeps uncertainty high.
By
Seema Shah
U.S.-China trade tensions: From complacency to concern
2 min
Renewed U.S.–China trade tensions raise tariff risks with major macro and market implications.
By
Seema Shah
May FOMC meeting: Powell is still a dove at heart
2 min
Following a fairly terse opening statement where the Fed noted that there has been a lack of inflation progress of late, Powell’s press conference ultimately delivered a fairly…
By
Seema Shah
December ECB meeting: Moving to a dovish tilt
2 min
The European Central Bank’s decision to cut policy rates for the fourth time this cycle highlights its growing confidence in the inflation outlook, while acknowledging…
By
Seema Shah, and Christian Floro, CFA
Mid-year Perspectives 2025: Cutting through the noise
6 min
Amid market noise, key trends emerge: policy risk, growth headwinds, and strategic opportunities.
By
Seema Shah
2024: The year of elections
2 min
With critical elections upcoming in France, the UK, Japan, and the U.S., investors should prioritize resilience and avoid making hasty portfolio adjustments based on predicted…
By
Seema Shah
Navigating opportunities in a higher-for-longer market
4 min
Exploring strategic income opportunities across asset classes amid a higher-for-longer rate environment
By
Seema Shah, Michael Goosay, and Sarah Radecki, CFA
Renewed threats to the Fed’s independence
6 min
Trump puts new pressures on Powell, reviving market fears over Fed independence and future policy direction.
By
Christian Floro, CFA, and Seema Shah
Making sense of market volatility
7 min
To help decipher and contextualize the market reaction to the recent volatility, Chief Global Strategist, Seema Shah, and Equities Chief Investment Officer, George Maris,…
By
Seema Shah, and George Maris, CFA
China: Is this the “whatever it takes” moment?
2 min
China's recent stimulus measures, including monetary easing and a massive fiscal pledge, have sparked a sharp rally in equities, particularly in real estate and consumer…
By
Seema Shah, and Christian Floro, CFA
March CPI report: Risks delayed, not removed
3 min
March's soft inflation report should provide some reassurance to markets, which were rocked in the past week with trade policy-related volatility.
By
Christian Floro, CFA, and Seema Shah
Flying blind: Searching for signals in a data-scarce economy
4 min
Markets are jittery amid data delays—explore hidden risks and shifting signals in the U.S. economy.
By
Seema Shah
April jobs report: Finally, some relief
2 min
For the first time in several months, the jobs report brought relief to markets. Payroll gains dropped from above 300,000 to 175,000 in April, below market expectations.
By
Seema Shah
December FOMC meeting: Another rate cut, but policy uncertainty ahead
2 min
Strong economic data, stalled inflation progress, and policy uncertainty from the incoming administration, signal a slower pace of easing ahead.
By
Seema Shah
June ECB meeting: In a good place to assess the risks
2 min
The ECB cut rates for the seventh consecutive time at its June meeting, and is in a good position to face the uncertainties ahead.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
Shifting sands: The economy, the Fed, and market dynamics in 2024
While risk assets have continued to deliver positive gains, their upward trajectory has been interspersed with occasional pullbacks. With markets losing some of their gleam and…
By
Seema Shah, George Maris, CFA, Michael Goosay, and Todd Jablonski, CFA
February CPI report: Not yet in the clear
2 min
February CPI cooled, easing stagflation fears—but policy risks and tariffs mean we’re not in the clear yet.
By
Seema Shah, and Christian Floro, CFA
July FOMC meeting: Ruling nothing out
3 min
Fed holds rates steady as internal dissent grows; outlook remains data-dependent and uncertain.
By
Seema Shah
Summer time market madness
2 min
Despite heightened market volatility driven by recession fears, Big Tech struggles, and technical challenges, underlying fundamentals still suggest limited economic weakness.
By
Seema Shah
September jobs report: Not as weak as once thought?
2 min
The September jobs report showed a 254,000 monthly job gain, blowing all estimates out of the water. Not only does it suggest that the U.S. labor market is on a stronger…
By
Seema Shah
Tariff whipsaw: Mixed signals and market shocks
2 min
Tariff shifts jolt markets again as policy signals drive volatility and investor uncertainty.
By
Seema Shah
September jobs report: Finally, some data
2 min
Strong September jobs data eases labor market fears, but policy uncertainty still looms large.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
April CPI report: Finally, some good inflation news
2 min
The April CPI reading delivered the first (slight) downside inflation surprise since the turn of the year, easing niggling concerns that inflation was starting to trend upwards…
By
Seema Shah
Trump’s first 100 days: Five policies shaping markets in 2025
5 min
President Trump’s ambitious policy agenda could have far-reaching implications for markets. From trade tensions to fiscal policy debates, his ability to deliver on promises in…
By
Christian Floro, CFA, and Seema Shah
Unseen upside: The commercial rebound nobody called
5 min
Housing and CRE split in 2023—now the gap is narrowing, with CRE returns gaining momentum.
By
Rich Hill, Art Jones, Seema Shah, and Christian Floro, CFA
2024 midpoint: Shifting sands
2 min
Markets may have lost some of their gleam and unrestrained optimism has faded. Yet, the still robust macro backdrop, even without imminent rate cuts, should provide an almost…
By
Seema Shah
Confronting the risk of a policy-driven recession
9 min
Policy shifts are rattling markets—is the U.S. heading for recession? We assess the risks and outlook.
By
Seema Shah, and Christian Floro, CFA
Risks of labor supply restraints and implications for the Fed
Tighter immigration distorts labor signals, complicating Fed policy amid mixed economic data.
By
Christian Floro, CFA, Magdalena Ocampo, and Seema Shah
July CPI report: Inflation is no obstacle to a September rate cut
2 min
The July CPI print confirms the recent slower disinflationary trend, all but assuring the start of the Federal Reserve’s cutting cycle in September.
By
Seema Shah
October ECB meeting: ECB cuts policy rates with greater urgency
2 min
Get the latest on October policy shifts with the ECB's decisive rate cuts. Understand the data-driven decisions and their effects on the Eurozone economy.
By
Seema Shah
April jobs report: Solid momentum in play before the tariff hit
3 min
April jobs beat expectations, but trade and policy risks may test labor market resilience soon.
By
Seema Shah, and Christian Floro, CFA
2026 perspectives: A year of paradox
2 min
AI fuels growth and fragility in 2026—investors must balance risk and opportunity.
By
Seema Shah
Countering warning signs: Recapping Seema Shah’s panel at the 2024 Milken Global Conference
3 min
Recently, I had the opportunity to attend the 2024 Milken Global Conference in Beverly Hills and speak on a panel with a few of my esteemed peers about future financial…
By
Seema Shah
January FOMC meeting: Nothing to see here
2 min
The Fed held rates steady at 4.25%-4.50% at its January, awaiting more inflation progress before cutting further. No surprises today.
By
Seema Shah
May jobs report: Not yet coming apart at the seams
2 min
Payrolls increased by 139,000 in May, and the labor market is not yet showing signs of a significant decline.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
February ECB meeting: An agile approach to policy
2 min
ECB holds rates steady as growth stays resilient and inflation remains on track toward target.
By
Seema Shah, and Christian Floro, CFA
June CPI report: Easing inflation paves a clear path to a September cut
2 min
The June CPI reading puts the Federal Reserve on the path for a September rate cut.
By
Seema Shah
Recession risks: Weighing policy uncertainty and market volatility
2 min
Policy shifts and market volatility are fueling recession fears—can the U.S. economy withstand the headwinds?
By
Seema Shah
U.S. Tariffs – Liberation Day 2.0, August 1
4 min
New U.S. tariffs target surplus nations; rates up to 15%+ as trade tensions enter new phase.
By
Seema Shah, and Christian Floro, CFA
What Fed rate cuts mean for U.S. equities: A historical perspective
4 min
The Fed’s success in piloting a soft versus hard landing will play a key role in dictating the path for U.S. equities. In our latest market bulletin read more about how a…
By
Seema Shah
China’s policy measures: reasons for optimism and cynicism
Our experts explore the impact of Beijing's latest moves on markets and the economy, whether they will spark a true recovery, and if skepticism is still warranted.
By
Seema Shah, Han Peng, Jeff Kilkenny, CFA, and Christopher Leow, CFA
Preserving central bank credibility: Addressing threats to the Fed’s independence
6 min
Political threats to Fed independence raise risks for U.S. credibility, markets, and the dollar.
By
Christian Floro, CFA, and Seema Shah
December FOMC meeting: A divided, yet predominantly dovish, Fed
2 min
Fed cuts rates, signals pause as policy divisions grow and AI-driven growth complicates outlook.
By
Seema Shah
Takeaways from Milken: U.S. market remains exuberant
2 min
We had the opportunity to take part in the 2024 Milken Institute Global Conference recently, and among the key takeaways for capital markets was that despite revised…
By
Seema Shah
Fed outlook: A pause, not a stop
2 min
The Fed has paused rate cuts, but easing isn’t over. Growth, inflation, and timing uncertainties loom.
By
Seema Shah
May CPI report: Still bracing for impact
2 min
Inflation stayed soft in May, but tariff-related pressures may still be looming on the horizon.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
U.S. equities: Broadening and grinding higher
2 min
A strong economic backdrop should support a broadening of the equity market rally in 2H 2024.
By
Seema Shah
March FOMC meeting: Growth slows, inflation rises, Powell reassures
The Fed held rates steady, signaling uncertainty but reaffirming expectations for two cuts in 2025.
By
Seema Shah
Labor market: Supply constraints potentially exacerbating demand softness
2 min
Labor market softens, but supply-side shifts may complicate the case for a Fed-driven rate cut.
By
Seema Shah, and Magdalena Ocampo
Fed easing: Fear rate cuts in a recession, not in a soft landing
2 min
History shows that rate cuts themselves are not the enemy—it’s the economic context in which they occur that investors should be paying close attention to.
By
Seema Shah
October jobs report: Weather-distorted
2 min
With the hurricanes taking a heavy toll on October's jobs numbers, it is doubtful that the labor report will prompt a kneejerk reaction from the Fed.
By
Seema Shah
May FOMC meeting: Waiting for more clarity
2 min
As the window for potential cuts shifts later into 2025, the Fed’s balancing act is becoming increasingly complex.
By
Seema Shah, and Christian Floro, CFA
October and November jobs report: Noisy, not recessionary
4 min
Labor data looks weak, but distortions mask a resilient job market and cooling—not collapse.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
Navigating an evolving landscape
Watch as Chief Global Strategist Seema Shah discusses the themes most likely to play a part in shaping portfolios for the rest of the year.
By
Seema Shah
The opening salvo in Trump trade war two
9 min
Trump’s new tariffs on Mexico, Canada, and China are reigniting trade tensions, raising inflation risks and market volatility. What’s next for investors?
By
Christian Floro, CFA, and Seema Shah
Another risk in 2025: geopolitical conflict
8 min
The situation in Iran remains highly fluid, with growing concerns about retaliation and the broader consequences of U.S. involvement.
By
Seema Shah
January CPI report: Unusually cooler than normal
2 min
January CPI cools to 2.4%, easing market fears and keeping Fed rate cuts on hold for now near term.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
July ECB meeting: Nothing to see here
2 min
Having delivered its first cut of the cycle last month, the European Central Bank (ECB) kept rates on hold today — as was widely expected.
By
Seema Shah
A growth revival: the start of European exceptionalism?
4 min
Europe's fiscal revival sparks questions about U.S. dominance and a shift in market leadership.
By
Seema Shah
Rate cuts in focus: Diverging data and the politics of monetary policy
3 min
Fed cut likely in September—but is it driven by data, or politics? Markets brace for the signal.
By
Seema Shah
August jobs report: The 25bps vs 50bps question
2 min
The Fed is set to lower policy rates this month—but August’s labor data has not clarified the question of a 25bps versus 50bps cut.
By
Seema Shah
November FOMC meeting: A policy rate cut in the face of growing uncertainty
2 min
The Federal Open Market Committee continued its easing cycle with a 25 basis point cut at its November meeting. While the policy picture for the rest of the year remains…
By
Seema Shah
U.S.-China trade war 90-day truce
5 min
U.S.-China tariff truce eases recession risk and lifts markets—but uncertainty still lingers.
By
Seema Shah, and Christian Floro, CFA
November CPI report: Cooling inflation gives the Fed doves the upper hand
2 min
November CPI surprise boosts Fed doves, with cooling inflation raising odds of early 2025 rate cuts.
By
Seema Shah, and Magdalena Ocampo
June ECB meeting: A rate cut today, but then what?
2 min
As widely expected, the European Central Bank (ECB) cut its key policy rates for the first time in five years.
By
Seema Shah
DeepSeek disruption: What it means for investors
4 min
DeepSeek’s open-source AI model is shaking up markets, triggering a tech sell-off and raising questions about U.S. AI dominance. What’s next for investors?
By
Seema Shah
A market guide to deregulation
2 min
Deregulation could counter policy uncertainty as the U.S. shifts to a pro-growth path.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
Positioning for the 2024 U.S. Presidential Election
4 min
While political unknowns can overwhelm, investors should stay focused on their long-term goals and not be swayed by short-term political rhetoric.
By
Seema Shah, and Chris Payne
7 reasons why U.S. exceptionalism is only being challenged, not overtaken, by Europe
7 min
Explore why U.S. growth and innovation remain dominant, even as Europe gains ground.
By
Seema Shah
Principal Well-Being Index: Small businesses not yet increasing prices
2 min
Small businesses are delaying price hikes despite tariffs—raising risks of future inflation.
By
Seema Shah
Global equity valuations: Pockets of opportunity
2 min
Amidst the elevated global valuations, pockets of opportunity are emerging.
By
Seema Shah
August CPI report: Not the inflation report the market was hoping to see
2 min
The August CPI report was slightly higher than expected, dampening market hopes for a 50 basis points Fed cut next week.
By
Seema Shah
U.S. Election 2024: Additional uncertainty for the Federal Reserve
2 min
Following the Fed's November rate cut, officials signal a cautious approach amidst policy uncertainty under the Trump administration, with potential for a slower pace of future…
By
Seema Shah
April CPI report: Good news, but old news
2 min
April CPI cools to 2.3%, but shifting trade policy clouds the inflation outlook ahead
By
Christian Floro, CFA, and Seema Shah
December ECB meeting: Still in “a good place,” with a focus on optionality
2 min
ECB holds rates in December; growth outlook brightens, but policy remains cautious amid rising uncertainty.
By
Seema Shah, and Christian Floro, CFA
ECB vs. Fed policy: Divergent, but not for too long
2 min
The European Central Bank's 25 basis point rate cut, ahead of the Federal Reserve, underscores the differing post-COVID economic recoveries between the Euro area and the U.S.
By
Seema Shah
Global growth prospects and opportunities in 2025
Watch as Chief Global Strategist, Seema Shah, discusses what's in store for global markets this year.
By
Seema Shah
June jobs report: Tighter immigration policy complicating the outlook
2 min
June payrolls showed a decent payroll gain; the Fed remains on course for a late 2025 rate cut.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
2024 U.S. election: The importance of staying invested
3 min
Maintaining an active, long-term approach is advisable even for those concerned about political outcomes in Washington D.C.
By
Seema Shah
Germany’s fiscal shift: A boost to Europe, but U.S. edge remains
2 min
Germany’s fiscal boost lifts Europe, but U.S. innovation and growth keep its market edge intact.
By
Seema Shah
September ECB meeting: The end of the easing cycle… maybe?
2 min
While the ECB is likely to stay on pause for now, there remains the potential for another rate cut further down the line.
By
Seema Shah
March jobs report: A picture of strength
2 min
While March's jobs report lowers the odds of a June Federal Reserve (Fed) policy rate cut, as Chair Jerome Powell has noted that a strong labor market is not a hurdle to rate…
By
Seema Shah
September ECB meeting: A rate cut today, but nothing next month
2 min
As was widely expected, the European Central Bank (ECB) decided to cut interest rates for the second time in this cycle, reducing the interest rate on the deposit facility by…
By
Seema Shah
October CPI report: Neither too hot nor too cold
2 min
The October CPI report hit expectations, calming market nerves around inflation as we near the next FOMC meeting. With a 25bps Fed cut still in play, all eyes are on December.
By
Seema Shah, and Christian Floro, CFA
Principal Well-Being Index: Small businesses are holding onto their staff
2 min
Despite low confidence, small firms plan to retain staff—easing fears of rising unemployment.
By
Christian Floro, CFA, and Seema Shah
December jobs report: Conflicting dynamics
2 min
Labor market cools as job growth slows and revisions turn negative—but no signs of collapse yet.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
May jobs report: One step forward, two steps back
2 min
Payroll gains were hotter than expected in May, slamming the door shut on any hopes of a July policy rate cut.
By
Seema Shah
January CPI report: Too hot to dismiss
2 min
January's CPI report was a wake-up call for markets and the Fed, with inflation running hotter than expected.
By
Seema Shah, and Christian Floro, CFA
U.S. Tariffs: The end of the 90-day reprieve...
8 min
Tariff clock ticks: U.S. delays deadline, pushes partners to deal or face sharp sectoral hikes.
By
Seema Shah, and Christian Floro, CFA
February CPI report: Calm before the storm
2 min
February CPI met expectations, but surging oil prices shift the market’s inflation focus ahead.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
Election 2024: Economics, policy and positioning for a soft landing
12 min
Stay informed with our in-depth election insights and trends analysis. Equipped with the information needed for strategic decision-making and impact analysis.
By
Seema Shah
Liberation Day: Market uncertainty, global growth concerns, and U.S. recession fears
8 min
New U.S. tariffs spark global uncertainty, with major implications for markets and the macro outlook.
By
Seema Shah
September FOMC meeting: Fed is taking the no-risk free path to cuts
2 min
Fed cuts rates 25 bps, signals dovish tilt as labor market softens and uncertainty lingers.
By
Seema Shah, and Christian Floro, CFA
March CPI: Another hot inflation reading means a June cut is off the table
2 min
March’s hotter than expected CPI print has likely sealed the fate for the June FOMC meeting, with a policy rate cut now very unlikely.
By
Seema Shah
U.S. Federal Reserve – a close call
2 min
The Federal Reserve will begin its rate cutting cycle this Wednesday. Market expectations are split between a 25 basis point and a 50 basis point rate cut, as the decision is…
By
Seema Shah
What the oil surge means for the Fed’s path forward
2 min
Oil above $100 adds inflation risk, complicating the Fed’s path and rate cut outlook.
By
Seema Shah
March FOMC meeting: Policy on hold, uncertainty front and center
2 min
Fed holds rates as uncertainty rises; inflation risks challenge outlook for cuts.
By
Seema Shah
Iran conflict triggers a major energy shock
8 min
Energy shock hits markets as Iran conflict disrupts oil and LNG flows through the Strait of Hormuz.
By
Seema Shah, Christian Floro, CFA, and Magdalena Ocampo
U.S. tariffs: Struck down by the Supreme Court
5 min
Supreme Court ruling resets tariffs, but trade policy uncertainty persists for markets.
By
Seema Shah
January jobs report: A strong rebound after a soft 2025 labor market
2 min
January jobs data shows a firmer labor market and a broad rebound in hiring.
By
Seema Shah, and Magdalena Ocampo
Tech selloff: Reset, not rupture
4 min
Tech pullback deepens as investors weigh AI disruption, valuations, and shifting market leadership.
By
Seema Shah, and Magdalena Ocampo
Federal Reserve Chair Nomination: Kevin Warsh
4 min
Warsh’s Fed nomination and its impact on policy, markets, and the outlook for 2026.
By
Seema Shah
January 2026 FOMC meeting: Policy rates on hold, nothing to see here
2 min
A steady January FOMC meeting as solid growth and easing risks keep the Fed on pause.
By
Seema Shah