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Macroeconomic & Geopolitical
A Step Ahead: Everyone's Quitting Their Jobs. Good!
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Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall as markets await a Fed pause
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U.S. Treasury yields fell again last week and spread sectors outperformed.
Market Outlooks
Weekly Investment Commentary: Are “better than feared” earnings good enough?
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It’s not just about equities. While typically viewed as an equity market indicator, corporate earnings are also relevant to other asset classes, and have broader economic implications as well.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall as another Fed hike looms
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U.S. Treasury yields fell last week and spread sectors outperformed.
Market Outlooks
Weekly Investment Commentary: Why a too-strong dollar could cost a pretty penny
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Within the S&P 500 Index, returns diverge between U.S. companies sourcing most of their sales domestically and those that rely more heavily on non-U.S. customers in various regions of the world (Figure 2).
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation data rule, with Treasury yields mixed
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U.S. Treasury yields were mixed last week, with the curve flattening, helping spread sectors to enjoy broad gains.