More of our insights
Inflation expectations reach a 3-year low
See how dipping inflation expectations support a Fed rate cut, which would signal further troubles for income-oriented investors.
Negative-yielding debt nears its all-time high
Get insight into declining bond market yields and how economic uncertainty could negatively impact investors.
Equity markets have been telling the wrong story
Falling yields, a perfect storm of policy uncertainty and the looming economic slowdown mean investors should prepare for higher volatility.
“Boy, that escalated quickly!” | U.S.-China trade tensions upend complacency
U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.
Markets expect a rate cut. Policymakers don’t.
Get more context on diverging sentiment between markets and policymakers on interest rates – and how this uncertainty could present a headwind for investors.
Could subdued global inflation expectations imply a rate cut ahead?
Is a Fed rate cut on the horizon? See how recent global inflation dynamics could cause further troubles for income-oriented investors.
