Browsing Category

Macroeconomy & Policy

30 posts

Analysis of economic trends, monetary policy, and regulation shaping investor decisions across private and public markets.

3 minute read

The OBBB Effect: What It Means for Clean Energy Projects

New fees, rescinded federal support, and shorter tax credit windows are reshaping project economics, pushing developers toward private financing, tighter timelines, and strategic adaptations.

September 30, 2025

2 minute read

The Fed’s Pivot Triggers the “Great Re-Allocation”

The Federal Reserve's recent rate cut initiates a capital reallocation, boosting risk asset investments, increasing gold prices, and enhancing private market liquidity, promising growth recovery.

September 29, 2025

2 minute read

Kicking Off a New Era in Football Finance

Private capital is transforming European football, with US investors increasingly buying minority stakes in clubs, while private debt and multi-club ownership expand.

September 10, 2025

3 minute read

Macroeconomy & Policy

Higher Returns, Higher Risk: The Coming Revolution in Your 401(k)

Recent news on 401(k) plans to include alternatives like private equity and crypto, promising higher returns but posing significant risks and complexities for investors.

August 19, 2025

4 minute read

Macroeconomy & Policy

The Illusion of Diversification: Why S&P 500 Concentration Pushes Capital Toward Alternatives

The S&P 500's increasing concentration in a few tech firms undermines its role as a diversified investment. Investors are shifting towards alternatives for true risk diversification and resilience.

August 18, 2025

4 minute read

Opening the Gates: What the Equal Opportunity for All Investors Act Could Mean for Private Markets

The Equal Opportunity for All Investors Act aims to redefine "accredited investor" by introducing a financial knowledge exam, enhancing access to private markets for financially literate individuals.

August 4, 2025

3 minute read

Macroeconomy & Policy

Stablecoins and the New Dollar Diplomacy

Stablecoins are becoming a strategic tool for U.S. financial influence, enabling liquidity in emerging markets and reflecting structural demand for a trusted, digital version of the dollar.

July 30, 2025

2 minute read

Macroeconomy & Policy

$4 Trillion and Counting: Nvidia Becomes the New Center of Gravity for AI

NVIDIA has become the first public company to briefly reach a $4 trillion market cap, reflecting AI's immense market value and its key role in driving technological advancement and industry demand.

July 29, 2025

4 minute read

Macroeconomy & Policy

Crypto’s Regulatory Turning Point: What It Means for Private Investors

The U.S. has enacted pivotal cryptocurrency regulations, including the GENIUS and CLARITY Acts, enhancing stablecoin credibility, reducing legal uncertainty, and maintaining privacy for private investors navigating this evolving landscape.

July 21, 2025

1 minute read

Summer 25 Solstice Report

The Summer Solstice Report is the second edition of Clockwork’s biannual, high-signal briefing for asset owners, institutional investors, family offices, and private capital allocators.

June 20, 2025