Showing 7–12 insights out of 25 results
Macro matters
Macro matters: Inflation Groundhog Day
Another CPI report, another upside surprise. We dig into the inflation data, the recent pattern around market reactions, and why the present environment could extend well into 2023.
Macro matters
Macro matters: Are we in a recession?
Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.
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.
Macro matters
Higher inflation: Technical, transient or structural?
Why prices rose and what it could mean for investors.
Macro matters
Rates are rising, with big implications for investors
How far will yields go — and why now?
Macro matters
Meet the new Fed policy: Low interest rates for years to come
Read an analysis of the Fed’s framework review announcement, and what it means for investors now and moving forward
Showing 7–12 insights out of 25 results