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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
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.
Market Outlooks
Market Week in Review: Is U.S. inflation peaking?
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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
Global Weekly Commentary: Scarcity inflation raises growth risks
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Scarcity inflation is here. Supply shocks have created shortages of goods, energy and food that are driving up prices.
Market Outlooks
Market Week in Review: FOMC meeting minutes: What do they tell us about recession risk?
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.