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Macroeconomic & Geopolitical
May ECB meeting: Hawkish step down, and no pause ahead
The European Central Bank (ECB) raised its three key policy rates for the seventh consecutive time, opting to step-down the increment to 25 basis points (bps)
Macroeconomic & Geopolitical
April jobs report: Labor market strength defies Fed tightening
Market response
Regulatory Education
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Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Macroeconomic & Geopolitical
China: Reopening Should Drive Growth
This piece is approved to use with clients.
After a year of anemic growth—by China’s standards—we expect a recovery in Chinese economic activity to gradually take place in 2023. The government has abandoned its zero-COVID policy and re-pivoted to growth, and the reopening, combined with a benign inflationary environment that gives China’s policymakers room to increase stimulus, we believe is a reason for optimism in 2023. That said, major policy questions and geopolitical risks cloud the outlook.