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Market Outlooks
Global Weekly Commentary: Sticking with reduced risk taking
This piece is approved to use with clients.
The new regime of macro volatility is playing out. Business activity is slumping and higher inflation persists.
Market Outlooks
PMC Weekly Market Brief - September 19, 2022
PMC Weekly Market Brief - September 19, 2022
Market Outlooks
Student of the Market: September 2022
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Energy shock spurs Europe's recession
This piece is approved to use with clients.
The energy crunch will drive a recession in Europe, as we’ve argued since March. The crisis has worsened since then as Russia has halted gas supplies.
Market Outlooks
PMC Weekly Market Brief - September 12, 2022
PMC Weekly Market Brief - September 12, 2022
Market Outlooks
Global Weekly Commentary: Recession looms as regime takes root
This piece is approved to use with clients.
We’ve argued for a while that we’re in a new macro regime. Central bankers at the recent Jackson Hole forum started to recognize this reality.
Market Outlooks
PMC Weekly Market Brief - September 6, 2022
PMC Weekly Market Brief - September 6, 2022