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Market Outlooks
Global Weekly Commentary: Why 2023 will be different
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We see three shifts shaping 2023 as the new regime keeps playing out. First, we see DM economies facing recession.
Market Outlooks
Global Weekly Commentary: Three investment lessons for 2023
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The historic shocks of 2022 – war, soaring inflation and a perfect market storm – shape our three investment lessons for the new year.
Market Outlooks
Global Weekly Commentary: Don’t be tempted by the old playbook
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Major central banks will hike rates again this week: Getting inflation down means they need to crush demand, making recession foretold.
Market Outlooks
Global Weekly Commentary: A new playbook for a new regime
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We see the new regime playing out and not going away. Persistent production constraints keep this regime of higher macro and market volatility in place, in our view.
Market Outlooks
Global Weekly Commentary: Aging raises cost of curbing inflation
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The share of the U.S. population in work or seeking a job is still below pre-Covid levels.
Market Outlooks
Global Weekly Commentary: Strategic views in the new regime
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Our strategic views of five years and longer are positioned for the new regime of greater macro and market volatility. We go more overweight investment grade (IG) credit on attractive yields and healthy corporate balance sheets that can withstand the mild recession we expect.
Market Outlooks
Global Weekly Commentary: Stock surge to meet recession reality
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One economic release overshadowed the U.S. midterms for markets. Stocks surged last week after the October core CPI rose less than expected, stoking market hopes a Federal Reserve pause on rate hikes is nearer.