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Market Outlooks
Global Weekly Commentary: Central banks tightening from all sides
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Markets are rallying on hopes policy tightening is nearing an end – prematurely, in our view.
Market Outlooks
PMC Weekly Market Brief - October 31, 2022
PMC Weekly Market Brief - October 31, 2022
Market Outlooks
Global Weekly Commentary: Recession eclipses U.S. midterm result
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Equities usually do well after U.S. midterms. Why? Gridlock is common and prevents policy change that could spook stocks.
Market Outlooks
PMC Weekly Market Brief - October 24, 2022
PMC Weekly Market Brief - October 24, 2022
Market Outlooks
Global Weekly Commentary: No recession cover in sovereign bonds
This piece is approved to use with clients.
Recession fears are roiling markets. Investors traditionally take cover in sovereign bonds, but we see this recession playbook as obsolete. Why? First, central banks are hiking rates to try to tame inflation, causing recessions.
Market Outlooks
PMC Weekly Market Brief - October 17, 2022
PMC Weekly Market Brief - October 17, 2022
Market Outlooks
Global Weekly Commentary: Infrastructure: taking the long view
This piece is approved to use with clients.
Rapid rate hikes are hitting markets now and will likely spark a recession, but we eventually see central banks stopping and living with inflation.