Market outlook
-
.jpg)
Economic road map for 2022: from stagflation to steadier growth
Shifting inflation expectations, supply chain bottlenecks, and increasingly hawkish central banks. We examine how a rapidly evolving macro landscape might affect growth in the year ahead.
Read more
-
How might supply chain disruptions and inflation affect market returns
Longer than expected supply chain disruptions and persistently high levels of inflation have hurt investor sentiment. How will that affect asset returns?
Read more
-
Endemic pandemic? Three-minute macro
If COVID-19 is here to stay, how should economists incorporate it into their outlooks?
Read more
-
2022 outlook: don’t get too comfortable in the fast lane
The co-strategists behind our popular Market Intelligence report share their 2022 outlook for markets, inflation, central banks, rates, and more.
Read more
-
The road to net zero: Three-minute macro
COP26 has us thinking about the massive expense – but also the potentially larger economic benefits – of the transition to a green economy over the coming decades. Also at the top of our minds is the continuing woes in global supply chains, while we’re also thinking that the Fed may have to change its tone (and its stance) in the coming months.
Read more
-
Inflation: what’s next, and how to position portfolios
Many investors are wondering if inflation is here to stay, and how a sharply rising Consumer Price Index (CPI) may impact performance across asset classes.
Read more
-
Fascination with inflation: Three-minute macro
Inflation is top of mind, and for good reason. This month's three-minute macro dives into three inflation stories.
Read more
-
Get back to work: Three-minute macro
We question whether the bullish consensus view on services is correctly pricing in working professionals’ increasing return to the office. Meanwhile, the rise of electric vehicles may mean copper’s usefulness as an economic indicator could wane in the future. Finally, we’re cautious on President Biden’s infrastructure deal’s potential contribution to the U.S. economy.
Read more
-
Macro anchors shaping the global growth outlook
The current global economic recovery remains delicate. We examine key macroeconomic themes that could influence global growth trajectory in the near term.
Read more