More of our insights
As yields decline, so does cash’s appeal
Money market assets keep growing despite yields declining. This week’s chart looks at the diverging trends as cash may be losing its luster.
Q1 2024 Economic outlook: Landing coordinates
We look at risks to three key assumptions driving the rosy market outlook, including the coordinates of a soft landing, the pace of inflation and rate cut prospects.
Cash attractiveness may have peaked in 2023
Cash was an attractive, safe asset last year amid elevated rates. This week’s chart looks at why the tide may be changing.
Charted territory: 5 challenges and 5 opportunities
We identify the five key challenges facing investors in 2024—and the five opportunities that may provide income, growth and diversification.
FireSide: What’s happening in Washington?
Head of Public Policy Jason Cole joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors.
FireSide: 10 for ’24—Ten big ideas for 2024
Chief U.S. Economist Lara Rhame joins Andrew Korz to forecast the key macro and market trends for investors in 2024 and review last year’s predictions.