More of our insights
Q2 2022 Economic outlook: Into or around the storm?
The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.
Charted territory: Rate hike playbook
Our research team analyzes the impacts of rate hike cycles on markets to help prepare investors for what’s to come.
Q1 Macro Update with Lara Rhame
Chief U.S. Economist Lara Rhame reflects on Q1 so far.
Lara Rhame on the Ukraine conflict, macro implications
Chief U.S. Economist Lara Rhame shares her initial reactions to the Russian invasion of Ukraine and what it means for the global economy.
Chief U.S. Economist Lara Rhame’s 10 for ‘22
2022 will be a balancing act between solid growth, surging inflation and policy uncertainty. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
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.