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Market Outlooks
Global Weekly Commentary: Going granular in DM stocks
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Markets rallied last week from multi-month lows after central banks kept rates steady and signs emerged of slowing U.S. wage growth, highlighting the volatility of the new macro regime. What got lost in the shuffle: Central banks have signaled policy rates are staying high for longer.
Market Outlooks
PMC Weekly Market Brief - November 6, 2023
PMC Weekly Market Brief - November 6, 2023
Market Outlooks
Market Week in Review: U.S., UK central banks signal higher-for-longer rate environment
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: An evolving U.S. financial landscape
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The future of finance is one global mega force we see affecting returns.
Market Outlooks
Market Week in Review: Consumer spending powers U.S. economic growth to 4.9% in Q3
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023
Market Outlooks
Market Week in Review: 10-year Treasury yield rises amid signs of continued U.S. economic resilience
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Policy and Regulatory Commentary
The CFPB Moves on Open Banking
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The Consumer Financial Protection Bureau (CFPB) released its regulation implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
Market Outlooks
Global Weekly Commentary: U.S. stocks: selective as earnings stall
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Markets expect a pickup in corporate earnings to start in the Q3 reporting season that gets underway in earnest this week.
Market Outlooks
PMC Weekly Market Brief - October 23, 2023
PMC Weekly Market Brief - October 23, 2023
Market Outlooks
Student of the Market: October 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: U.S. yields: two-way volatility ahead
This piece is approved to use with clients.
We have been underweight long-term U.S. Treasuries since late 2020 as we saw the new macro regime heralding higher rates.