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Market Outlooks
Market Week in Review: European Central Bank, Bank of Canada leave rates unchanged
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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: Geopolitical fragmentation plays out
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Geopolitical fragmentation, one of five mega forces or structural shifts we track, is playing out in recent events in Asia and the Middle East. Yemen’s Houthi militants attacking Red Sea shipping highlights how hot spots can hit supply chains and up production costs.
Market Outlooks
Market Week in Review: What’s driving the surge in government bond yields?
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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 stocks can stay upbeat, for now
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Equity markets – and even the Federal Reserve – have largely embraced the soft landing narrative that inflation will fall to the Fed’s 2% target without a recession.
Market Outlooks
Market Week in Review: Russell Investments lowers U.S. recession risk to 45%
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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: Navigating macro currents in 2024
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Risk assets ended 2023 on an upbeat note as the Fed appeared to make a big bet on inflation coming down and growth only gradually slowing. Markets interpreted the Fed's messaging as a green light for aggressive policy easing.
Market Outlooks
Market Week in Review: What sparked 2023’s year-end market rally?
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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: Three 2023 lessons we carry into 2024
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We take three lessons from 2023 to shape our investment approach in the new year. First, markets flipflopping between macro narratives does not reveal new information about where we will end up.
Policy and Regulatory Commentary
A Big 2024 To-Do List, But History Shows Congress Won’t Do Much
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The first session of the 118th Congress is in the books.
Market Outlooks
Market Week in Review: Key takeaways from COP28 and recent central bank meetings
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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.
Policy and Regulatory Commentary
Finance, Crypto Industries Lose A Key Ally In Congress
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What Is On Chair McHenry’s Must-Do List?
Market Outlooks
Global Weekly Commentary: Putting money to work in 2024
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We think the new regime of greater macro and market volatility makes this the time to grab the wheel and take an active portfolio approach. Our 2024 Global Outlook outlines how we do that.