INSIGHTS &
COMMENTARY
FEATURED
THE FED PAUSE.
Eric and Garrett examine the historical significance of a pause in interest rate hikes.
Listen to Anchor Capital's investment team, Eric Leake and Garrett Waters as they provide quick takes on Macro themes and economic developments driving risk and opportunity today.
THE FED PAUSE.
Eric and Garrett examine the historical significance of a pause in interest rate hikes.
RECESSION WARNING FROM THE LEI
Eric and Garrett discuss the implications of the April reading of the LEI
LIQUIDITY DRAIN:THE RECORD DECLINE IN M2
Eric and Garrett discuss the record breaking decline in cash reserves in the U.S., and the implications for the economy
June 22, 2023
Eric and Garrett examine the historical significance of a pause in interest rate hikes.
June 7, 2023
Eric and Garrett discuss the implications of the April reading of the LEI
May 24, 2023
Eric and Garrett discuss the record breaking decline in cash reserves in the U.S., and the implications for the economy
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