More of our insights
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.
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.
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.
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.
Economy going at the speed of light – what could go wrong?
What does the future hold for this rapidly paced market?
Higher inflation: Technical, transient or structural?
Why prices rose and what it could mean for investors.