Insights

Showing 37–42 insights out of 116 results
Economic outlook

Q4 2021: Recalibrating expectations

Our fast-moving recovery is steering into headwinds from policy, global growth uncertainty and pandemic-related supply disruptions. With valuations high across the board, markets enter Q4 with healthy growth, but waning tailwinds.

Research report

An inconsistent truth: Interest rates and inflation can diverge

Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.

Macro matters

What a red-hot labor market means for the economy

June added 850,000 new jobs, but the underlying trends in the labor market defy any prior cycle in ways that could add to inflation and complicate Fed policy.

Economic outlook

Q3 2021: Zooming in on inflation

Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.

Podcast

Economy going at the speed of light – what could go wrong?

What does the future hold for this rapidly paced market?

Macro matters

Higher inflation: Technical, transient or structural?

Why prices rose and what it could mean for investors.

Showing 37–42 insights out of 116 results

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