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Market Outlooks
Global Weekly Commentary: Rate hikes: Sum total is key, not timing
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The year is off to a rocky start, with a jump in 10-year Treasury yields and a swoon in tech shares pulling down stocks.
Policy and Regulatory Commentary
In D.C., Crypto Is Mainstream Now
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The first weeks of 2022 have been rough for cryptocurrency holders. Prices have fallen significantly over the last several days, and investors are nervous
Market Outlooks
Global Weekly Commentary: Virus spike to delay, not derail restart
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The new year has started with a record COVID surge, renewed restrictions and many people working from home again.
Policy and Regulatory Commentary
The Bare Minimum: What Congress Must Do This Year
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The quiet cannot last… or can it?
Market Outlooks
Global Weekly Commentary: 2022’s big change: Fed hikes rates
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Last year saw central banks living with inflation.
Market Outlooks
Global Weekly Commentary: Highlights of our 2022 outlook
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We are entering a new market regime unlike any in the past half century: We expect another year of positive global stocks returns coupled with a down year for bonds.