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The Trump administration's fiscal policy is at odds with its goals for interest rates and the bond market. Trump's latest trade threats raise the stakes for the economy.

Navigating the macroeconomic landscape in the first half of 2026 has been a study in contrasts. Markets have marched toward all-time highs even as historic valuation metrics flash warning signs behind the scenes.

While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.

Barclays today announced the launch of the Shiller Barclays CAPEÂ US SMID Sector Index, expanding its long-standing Shiller Barclays CAPEÂ index family to U.

The fixed income asset class has been anything but sleepy thus far this year. In fact, fixed income investors may be experiencing bouts of insomnia as higher-for-longer interest rates and a new Fed chair continue to add uncertainties.