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Timely insights on markets and macroeconomics around the world
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European Outlook Less Downside Now But Caution Still Warranted
Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense. -
Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds
High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023. -
ECB Hikes, and Indicates Higher Rates Coming
The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain. -
U.S. Inflation Eased More Than Expected in November as Fed Eyes Pause in Rate‑Hike Cycle Next Year
Falling prices for cars and holiday discounting contributed to softer U.S. inflation, creating more room for the Fed to potentially dial back its... -
Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook
How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession. -
What to Expect From Divided Government
A split U.S. Congress in 2023 will likely limit fiscal policy, but could be positive for equity markets. -
What’s Behind the Slowdown in U.S. Inflation
Core inflation came in below expectations for October and should moderate in 2023, but likely with bumps in the road ahead. -
Peak Inflation May Hint at Peak Rates in Emerging Markets
Inflation is receding and real interest rates are climbing in EM after a year of tightening monetary policy. -
Continuity and Concrete Direction: Takeaways From China’s 20th Party Congress
Stability, security and self-reliance were overarching themes from China’s twice-a-decade leadership reshuffle. With few details disclosed on... -
Fed Sets Up a Pause, Not a Pivot
The Federal Reserve’s November statement included dovish language, but Fed Chair Powell warned investors not to expect the Fed to stray from its...