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Market Outlooks
Global Weekly Commentary: Taking stock of our 2019 views
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In 2019 the key drivers of global markets have been trade tensions and central bank easing, in our view. We were early to see that a protectionist push would hurt the industrial cycle and business investment — a key reason for our global growth downgrade. And we were correct to say that government bonds would play a crucial role as ballast during equity sell-offs even at low yields. But we did not see such a strong and persistent flight to safety and the unusual synchronized easing pivot from central banks at this advanced stage in the expansion.
Market Outlooks
Slower Growth Ahead
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What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.
Market Outlooks
Patience Is A Virtue
In light of several recent economic events, this piece addresses the question of “where do we go from here?”.
Market Outlooks
Workplace ghosting
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Job-seekers are ghosting employers in one of the tightest labor markets in 50 years.
Market Outlooks
Progress with China drives stocks higher
If a trade deal emerges, leading to expectations for GDP and corporate-profit growth, look for a year-end rally.
Market Outlooks
The dollar: Heads I win, tails you lose
The dollar has strengthened even as the Fed has cut rates.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Market Outlooks
'Isn't that what you're supposed to do?'
Worries about oil shock are overblown as trade, Fed dominate market concerns.
Market Outlooks
Global Weekly Commentary: Lower growth, higher inflation
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Markets breathed a sigh of relief last week on signs of easing U.S.-China trade tensions. We see ongoing policy support, the absence of obvious financial system vulnerabilities and resilient consumer spending helping extend the U.S. economic expansion.