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Macroeconomic & Geopolitical
A Step Ahead: Everyone's Quitting Their Jobs. Good!
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Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.
Market Outlooks
Market Week in Review: Fed rates, GDP and technical recessions: What does it mean for investors?
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Market Week in Review is a weekly market update 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’s the early read on Q2 earnings season?
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Market Week in Review is a weekly market update 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: Could the Fed raise rates by 100 basis points at its next meeting?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Investing Ideas
Factors, Sectors, Countries: Opportunities in Emerging Markets
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As we entered 2022, many emerging markets were already hurting. Let's take a deeper dive into how we're looking at emerging markets in light of higher commodity prices, rising rates, and the war in Ukraine.
Market Outlooks
Market Week in Review: Is China’s economy starting to rebound?
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Market Week in Review is a weekly market update 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: Q2 earnings season preview: Key watchpoints for markets
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.