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Fixed Income Insights
Municipal Bonds: 2023 U.S. States Outlook
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Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Market Outlooks
Global Weekly Commentary: Downgrading stocks, upgrading credit
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We think the Great Moderation is over.
Market Outlooks
Global Weekly Commentary: An era of higher commodities prices
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We see an era of structurally higher commodities prices ahead.
Market Outlooks
Global Weekly Commentary: Outlook Forum debates new regime
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Global growth and inflation concerns are keeping investors up at night.
Market Outlooks
Investment Perspective: Slowing
Higher interest rates to fight the inflation surge may result in modestly disappointing U.S. economic growth.
Market Outlooks
Stocks Fall on U.S. Recession Worries, U.S. and Europe to Report Purchasing Data
Higher interest rates and weak retail sales spur recession concerns. Purchasing managers’ data may show economic headwinds building.