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Market Outlooks
Market Week in Review: 10-year Treasury yield rises amid signs of continued U.S. economic resilience
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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: 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
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
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We have been underweight long-term U.S. Treasuries since late 2020 as we saw the new macro regime heralding higher rates.
Market Outlooks
Market Week in Review: What are the potential economic impacts of the Israel-Gaza conflict?
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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: Why the structural matters now
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Markets are adjusting to the new regime of greater macro and market volatility, in our view.
Market Outlooks
Market Week in Review: Why a higher-for-longer narrative isn’t the only possible outcome
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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
Market Week in Review: What are the potential threats to U.S. Q4 economic growth?
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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: Finding new opportunities as Q4 starts
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Markets are adjusting to the new regime of greater volatility and higher interest rates.
Market Outlooks
Global Weekly Commentary: Yields surge as new regime plays out
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Yields on benchmark 10-year U.S. Treasuries last week briefly rose to 16-year highs above 4.50% as major central banks paused rate hikes but left the door open for more.
Market Outlooks
Market Week in Review: Shelter prices spur rise in Canadian inflation
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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: Seizing new regime opportunities
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We see the new regime of greater volatility playing out: higher interest rates, stagnating activity and structural forces set to push inflation back up. Flip-flops in the market narrative make that clear.