Macro
Q3 2022 Economic outlook: It will be a grind
The Fed is once again faced with tough choices amid waning consumer sentiment and rising inflation. We examine key indicators to help determine if and when the U.S. may enter a recession.
More of our insights
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Playbook
Charted territory: Inflation playbook
Sustained higher inflation is here to stay. Our team analyzes its impacts to equip investors with the right defenses.
Strategy note
Use this Bear Market Rally to Embrace Alternatives and Position Portfolios for the Galactic Mean Reversion
A new strategy note from Chief Market Strategist Troy Gayeski
Podcast
Q3 2022 Economic outlook: Recession ahead?
Chief U.S. Economist Lara Rhame tackles the big recession question + her quarterly outlook.
Macro matters
Macro matters: Are we in a recession?
Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.
Playbook
Charted territory: Deglobalization Playbook
The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.
Chart of the week
Inflation to stick with us for a while longer?
This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.
Showing 1–6 insights out of 237 results