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Market Outlooks
Global Weekly Commentary: Wage-price spiral ahead? Not really
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U.S. wages are growing at the fastest clip since the 1980s.
Market Outlooks
Market Week in Review: More than meets the eye? Unpacking the first-quarter decline in U.S. GDP
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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
Weekly Market Compass: Global growth, the French election, and the Fed
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Last week was another busy, momentous one. Below, we discuss three key topics: global growth, the French election, and the Federal Reserve’s hawkish comments.
Market Outlooks
Global Weekly Commentary: The differentiated appeal of EM debt
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Inflation and hawkish central bank talk have spooked investors and led to bond losses not seen since the 1980s in developed markets (DMs).
Market Outlooks
Market Week in Review: Is China’s 2022 growth target still attainable?
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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
Weekly Market Compass: Inflation, monetary policy, earnings and more
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I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favorite Grateful Dead songs, “What a long strange trip it’s been.
Market Outlooks
Global Weekly Commentary: Why we still like stocks as yields spike
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Bond yields have sprinted higher on ballooning inflation and hawkish comments by central banks. Yield spikes have often spelled trouble for stocks, but we believe the past is an imperfect guide in a world shaped by supply shocks.