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Market Outlooks
Global Weekly Commentary: New regime, new opportunities
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We see major central banks holding policy tight in the new macro regime. That bolsters income’s appeal.
Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
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We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.
MarketScape: Why Stocks May Stall Globally
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Looming recession in the U.S. and Europe, high interest rates and elevated U.S. valuations could challenge global equity returns.
MarketScape: The Fed Paused, but It Probably Will Hit Play Again Soon
The Federal Reserve took a break after a streak of 10 straight rate hikes, but the inflation fight appears far from over.
Market Outlooks
Global Weekly Commentary: Central banks compelled to hold tight
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Sticky inflation looks to compel developed market (DM) central banks to crank policy rates higher – and keep policy tight for longer. The Federal Reserve paused last week but pointed to more hikes on the way.
Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: US Labor Market Cracks Emerging?
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Where do we stand - and what should we watch for in the coming months?