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Policy and Regulatory Commentary
A 21st Century Hamilton?
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In the musical, Hamilton, these words are sung by Thomas Jefferson, who has returned from France and is now taking up the mantle of U.S. Secretary of State.
Market Outlooks
Global Weekly Commentary: Why we still prefer stocks over bonds
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Equities have fallen hard this year on the prospect of rapid rate increases to rein in inflation, the tragic Ukraine war and a slowdown in China.
Policy and Regulatory Commentary
An Updated Election Outlook
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Let’s take a look by starting with how voters feel about the person sitting in the Oval Office: President Joe Biden.
Market Outlooks
Global Weekly Commentary: A rebalancing act to reduce risk
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We nudge down risk on a worsening macro outlook: the commodities price shock and a growth slowdown in China.
Market Outlooks
Global Weekly Commentary: Wage-price spiral ahead? Not really
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U.S. wages are growing at the fastest clip since the 1980s.
Market Outlooks
Global Weekly Commentary: The differentiated appeal of EM debt
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Inflation and hawkish central bank talk have spooked investors and led to bond losses not seen since the 1980s in developed markets (DMs).