U.S. Consumer Price Index rises sharply. Does this mean more Fed rate hikes are in store? February 14, 2018 | By Paul Eitelman U.S. inflation data for January came in stronger than expected. What effect could this have on future Fed interest rate increases? Read post Category: Markets insights Topics: Economic and market insights, U.S. Economy, Inflation, U.S. Federal Reserve, bear market, Consumer Price Index
What’s behind yesterday’s stock market sell-off? February 6, 2018 | By Erik Ristuben We believe Monday’s stock market pullback was likely driven by concerns over valuations, rather than fears of a recession. Here’s why. Read post Category: Our voice, Markets insights Topics: Economic and market insights, U.S. Economy, U.S. stocks, Recession, Inflation, wage growth, bear market
Do Fed rate hikes mean bond-market disaster? January 31, 2018 | By Erik Ristuben Recent media coverage has often equated future Fed rate hikes as disastrous for the bond market. We explain why that’s unlikely to be the case. Read post Category: Our voice, Markets insights Topics: Economic and market insights, U.S. Economy, Recession, U.S. Federal Reserve, bond market, Treasuries
2018 Global Market Outlook: Running with the bulls December 6, 2017 | By Andrew Pease Will the global growth momentum of 2017 carry over into next year? Is there a risk of a pullback in the short term? See what our strategists’ views on global investment markets and economies are for the year ahead. Read post Category: Our voice, Markets insights Topics: Economic and market insights, Global economy, U.S. Economy, U.S. stocks, Recession, U.S. Federal Reserve, bull market
How much runway is left for the U.S. expansion? November 29, 2017 | By Paul Eitelman The U.S. economic expansion is now the third-longest on record. Does this mean a recession is looming? We dig into the data and assess the risks. Read post Category: Multi-asset, Markets insights Topics: Economic and market insights, U.S. Economy, Recession, U.S. Federal Reserve, bull market, labor market
2017 Global Market Outlook Q4 update: Momentum vs. asymmetry September 27, 2017 | By Andrew Pease The final installment of our 2017 global market outlook is here. See our strategists’ views on global investment markets and economies. Read post Category: Markets insights Topics: Global economy, U.S. Economy, Federal Reserve, U.S. stocks, Global Market Outlook
