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Market Outlooks
Global Weekly Commentary: Why we’re not buying the dip in stocks
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U.S. stocks have suffered the biggest year-to-date losses since at least the 1960s. That’s ignited calls to “buy the dip.” We pass, for now.
Policy and Regulatory Commentary
Appropriations Sprint? More Like a Marathon
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While there may be a flurry of work over the next 14 days, don’t believe for a second that appropriations season in Washington is going to move quickly.
Market Outlooks
Global Weekly Commentary: Markets primed to be hawkish on rates
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The ECB is set to confirm this week that rate increases are imminent, and markets expect it to hike well into 2023.
Policy and Regulatory Commentary
Antitrust Legislation: A Congressional Priority Likely Punted To Next Year
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Where are lawmakers on this important issue, and how likely is it that they will be able to advance historic legislation to President Joe Biden’s desk by the end of this year, which also is the end of the 117th Congress? Before delving into those questions, let’s start with a more basic one: what is the purpose of antitrust law?
Market Outlooks
Global Weekly Commentary: Sticking with our strategic views
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On a strategic horizon of five years and longer, our asset views are still positioned for an inflationary environment.
Market Outlooks
Global Weekly Commentary: Turning neutral on DM equities
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The Federal Reserve signaled its focus is on taming inflation without flagging the big economic costs this will entail.