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Market Outlooks
Global Weekly Commentary: Higher bar for U.S. earnings to deliver
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We saw 2024 as a year of two stories. First, cooling inflation and solid corporate earnings would support upbeat risk appetite.
Market Outlooks
Global Weekly Commentary: Earnings growth not just about tech
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Solid U.S. economic and corporate earnings growth have supported risk appetite, driving stocks to all-time highs – even as bond yields have jumped. We think earnings will need to deliver on high expectations, especially after last week’s data showing sticky inflation spooked investors.
Market Outlooks
Market Week in Review: U.S. consumer prices rise by more than expected in March
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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: Playing demographic divergence now
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Working-age populations are shrinking across developed markets (DMs) but still growing in emerging markets (EMs). That hurts DM economic growth and favors EM growth – a divergence that is broadly reflected in asset prices, in our view.
Market Outlooks
Market Week in Review: U.S. market volatility and economic resiliency
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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: Staying nimble while seeking income
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Yields jumped as central banks hiked rates to historic highs – ushering in a new era for fixed income. We see higher yields persisting even if rate cuts are coming.
Market Outlooks
Market Week in Review: Key watchpoints for investors ahead of Q1 earnings season in the U.S.
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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 we stay risk-on in the short term
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Central bank activity last week gave markets the thumbs up to stay upbeat. That keeps us pro-risk in our six- to 12-month tactical views as Q2 starts.
Market Outlooks
Market Week in Review: Bank of Japan hikes rates into positive territory
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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: U.S. & Japan: a tale of two overweights
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Federal Reserve and Bank of Japan (BOJ) meetings this week and recent data put a spotlight on the U.S. and Japanese macro environments. U.S. markets are pricing in a positive macro backdrop as inflation cools.
Market Outlooks
Market Week in Review: U.S. consumer prices rise by more than expected
This piece is approved to use with clients.
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: Low-carbon transition themes in 2024
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The low-carbon transition is a mega force we track that is shaping investment returns now. We see potentially market-moving developments in three key areas this year.