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Macroeconomic & Geopolitical
Investment Perspective: Less Growth, More Inflation
With no end to Russia’s attack on Ukraine in sight, energy and agriculture are feeling the strain.
Macroeconomic & Geopolitical
Global Equities and Bond Yields Rise, Economic Indicators May Show Damage from Ukraine Conflict
US, ex-US and emerging markets stocks rose, and yields increased after Fed rate hike. Purchasing managers economic indicators to be released this week in Europe and US.
Market Outlooks
MarketScape: What the Fed’s Inflation Fight Means for Investors
The Federal Reserve commenced what may evolve into an aggressive attack on inflation, starting last week with the first rate hike since 2018.