Market outlook
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Tinkering with trade introduces unintended risks for investors
The next U.S. recession doesn’t appear imminent, but rising trade tensions could tip the balance from benign to bad quickly—see the implications for investors.
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What can history teach us about today's trade tensions?
What can history teach us about today’s trade tensions? Lessons can be found in the Smoot-Hawley tariffs and the history of empires.
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Trade tensions rising—where we go from here
As the U.S. and China ratchet up plans to impose tariffs, market volatility has skyrocketed. We examine the risks and what’s next.
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The Fed strikes a hawkish tone
This was Fed Chair Powell’s first press conference. How did the new kid do? Find out—and get the key implications for investors.
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Earnings update: pound for pound, the strongest in nearly a decade
Companies around the world are delivering some of the strongest earnings in years. We break down the results and look at the earnings outlook for 2018.
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Volatile market? It's not the economy, stupid
Volatile moves in asset prices have left investors running for cover. Does this sell-off represent the start of a major bear market? Read on to find out.
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Tax reform understanding the big changes in the new law
December's tax reform represents the most sweeping overhaul of the U.S. tax code in 30 years. Learn more about the biggest changes—and how they may affect you.
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Economic growth downside risks may outweigh the upside potential in 2018
Last year offered some upside surprises. This year, we believe the economic growth downside risks outweigh the upside risks, a view that might not be embedded into today's market prices.
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Connecting the dots Do FOMC projections suggest an inverted yield curve in 2018
The Fed's plans for interest rate increases in 2018 could be a warning sign for U.S. stocks. See why.
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Trump tax plan may support markets but not economic growth
While momentum for the Trump tax plan gains steam, the proposed cuts are unlikely to boost long-term economic growth for three reasons. Meanwhile, the implications for investors hang in the balance.
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