Strategic Insights
The challenge to U.S. exceptionalism from U.S. policies
Wells Fargo Investment Institute solidifies its belief that the U.S. is still firmly in the driver’s seat of the global economy, despite recent volatility.
May 6, 2025
The Moody’s credit rating downgrade of U.S. debt confirms that fiscal health issues remain significant.
May 19, 2025
The FOMC left the federal funds rate unchanged at 4.25% – 4.50% and stated that “uncertainty about the economic outlook has increased further and that the risks of higher unemployment and inflation have also risen.”
May 7, 2025
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Market Commentary
Stocks lower following U.S. debt downgrade More market commentary ⟩