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Jerome Powell

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1Q26 CIO Commentary

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1Q26 CIO Commentary

War in the Middle East brings up the prospects of stagflation, IEEPA tariffs replaced by Section 122 tariffs, and AlphaGlider strategies remain resilient in difficult markets. All this and more in AlphaGlider’s Q1 CIO Commentary.

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4Q25 CIO Commentary

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4Q25 CIO Commentary

Household portfolios are out of whack, Trump makes several moves on the Risk board, international equity markets beat the US in 2025, and inflation is high but could have been higher. All this and more in AlphaGlider’s Q4 CIO Commentary.

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1Q24 CIO Commentary

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1Q24 CIO Commentary

Stalling disinflation, reaccelerating job growth, the end of Lost Decades, electrification, and tips for the new graduate. All this and more in AlphaGlider’s Q1 CIO Commentary.

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1Q23 CIO Commentary

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1Q23 CIO Commentary

Bank runs and bank walks, inflation remains high and unemployment remains low, and the importance of looking out the window at a distant object when the road gets twisty. All this and more in AlphaGlider’s Q1 CIO Commentary.

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4Q22 CIO Commentary

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4Q22 CIO Commentary

Inflation begins to cool, a warm winter bails out Europe, China flips on its Covid policies, and I take a close look at your most expensive asset, your house. All this and more in AlphaGlider’s Q4 CIO Commentary.