Q3 2024 Economic outlook: The summer before the election
More of our insights
Macro matters: The stock market is not the economy
Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.
Mapping the markets: Q3 2024
We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.
What’s next for banks?
We dive into our recent research exploring the shifting role of banks amid the growth of private lending.
FireSide: Q3 Research roundup—Navigating market optimism
Our experts dive into their outlooks for macro and markets in the third quarter.
FireSide: Election 2024—Market and investing impact
Jason Cole, Head of Public Policy, and Chief U.S. Economist Lara Rhame delve into the upcoming election and its potential impacts on markets.
Charted territory: Playbook for a new stock-bond correlation regime
The positive correlation between stocks and bonds has broken a 20-year trend of low-maintenance diversification. We argue this is not a cyclical anomaly but the start of a new regime.