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Macroeconomic & Geopolitical
April jobs report: Labor market strength defies Fed tightening
Market response
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
Ready, set...
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Rate normalization is almost a go.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
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Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Macroeconomic & Geopolitical
The inflation dilemma
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Should the Fed be more concerned?
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Macroeconomic & Geopolitical
Demographics: China's biggest Achilles' heel
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Vulnerabilities emerge at a potential turning point in its relations with the world.