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Market Outlooks
Market Week in Review: Bank of Canada could start cutting rates by June
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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: Taking selective risk in credit
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Getting granular and being nimble to seize opportunities in the new regime are key lessons guiding us.
Market Outlooks
Market Week in Review: U.S. PCE price index climbs 0.4%, matching consensus estimates
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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: Japan stocks: high can go higher
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We believe Japan’s equity rally has room to run – unlike some past false starts. We think both the macro outlook and company-level developments will drive the next leg.
Market Outlooks
Market Week in Review: Pricing pressures ease in the eurozone
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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: Strategic reasons to get active
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U.S. stocks recovered after a hit from strong inflation data last week, highlighting one data point won’t disrupt buoyant risk appetite. We’re tactically overweight U.S. stocks as we think market optimism can persist for now.
Market Outlooks
Market Week in Review: Hot U.S. inflation report jolts markets
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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 selective in emerging markets
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We see broader support for emerging markets (EMs) given the market’s upbeat sentiment on risk assets as U.S. growth holds up, inflation cools and the Federal Reserve prepares to cut policy rates. EMs have been resilient to the latest Fed rate hikes.
Market Outlooks
Market Week in Review: The S&P 500 and the winning Super Bowl team: A tale of 49ers?
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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: Earnings unlikely to spoil stock rally
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U.S. Q4 corporate earnings season is in full swing. We don’t see it spoiling upbeat risk appetite for now. The S&P 500 hit an all-time high last week as most top tech firms beat high earnings expectations.
Market Outlooks
Market Week in Review: Fed pushes back on notion of March rate cut
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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: Upgrading our broad U.S. stocks view
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Excitement over artificial intelligence (AI) spurred a rally in U.S. tech stocks that buoyed the market in 2023. We’ve said the rally can run for now – and broaden out.