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Market Outlooks
Weekly Macro Update: Globalization is Still Strong, but Changing
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Global integration has clearly not stopped, but it is changing. Even with the pandemic’s disruption of global supply chains and rising U.S.-China tensions, investors should continue to count on a world that seems to be further integrating, rather than falling apart.
Market Outlooks
Weekly Macro Update: No Stopping China’s Restocking
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FIFO gives China the global distribution edge across export sectors, even those that fell.
Market Outlooks
Weekly Macro Update: Coiled Spring
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Exceptional garden pinks and yellows mark the arrival of seasonal spring, but the world’s economic data outline a “coiled spring".
Fixed Income Insights
Why the Eurozone Will Not Mirror China’s Post-COVID Recovery
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The eurozone's post-COVID recovery is set to be slower and more painful than China's.
Fixed Income Insights
Fasten Your Seatbelt for More Interest Rate Volatility
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The trends of rising global bond yields and interest rate volatility are likely to continue in fixed income markets.
Market Outlooks
Weekly Macro Update: The U.S. Grabs the Global Recovery Baton…
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Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
Market Outlooks
Weekly Macro Update: Deal or No Deal?
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Several nations around the world await deals, whether it is another fiscal stimulus package or a trade agreement between the U.K. and EU. Global inflation data is likely to remain contained, and U.S. September retail sales are expected to post another modest rise.
Market Outlooks
U.S. Presidential Elections and Stock Markets
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Historically, market returns helped predict presidential election outcomes, but using election dates for market timing is inconclusive.
Market Outlooks
Weekly Macro Update: The Impact of COVID-19 on Commercial Real Estate Capital Markets
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While the Global Financial Crisis indiscriminately impacted volumes and pricing across commercial property types, the impact of the pandemic on capital markets, has been more selective, widening the gulf between “winner” and “loser” property types.