More of our insights
Lara Rhame’s top 10 macro ideas for 2022
As 2022 approaches, we walk through Chief U.S. Economist Lara Rhame’s 10 big macro ideas for next year.
What’s driving higher inflation and what to expect in 2022
Inflation looms as the biggest economic uncertainty for investors and policymakers. We build a bottom-up scenario and break down risks in 2022.
LIBOR: A transition unlike any other
The world is preparing to leave LIBOR behind. We walk through the ins and outs of this massive undertaking.
As short-term rates spike, long-term rates fall further
Benchmark rates have fallen as inflation jumps, highlighting an unexpected relationship. Our chart looks at the changing yield curve this year.
First take: Omicron reaction, Fed remarks
Chief Market Strategist Troy Gayeski shares his initial thoughts on the omicron reaction and Fed remarks
Higher inflation has come for the 60/40
Investors have not truly had to contend with higher inflation for decades. We break down the impact inflation has on fixed income markets, equities, and the dynamics of the 60/40 portfolio.
