March 18, 2020
What to watch as economic data starts catching up to COVID-19 headlines
March 11, 2020
COVID-19 broadened its reach into the U.S. this week, sparking the sharpest equity market sell-off in a decade.
February 26, 2020
COVID-19, a new coronavirus, is showing potential of developing into a pandemic, and the news flow is delivering a steady stream of concerning updates.
January 29, 2020
Chief U.S. Economist Lara Rhame explains the possible economic and market impact of the epidemic.
August 6, 2019
Trade tensions have been a near-constant backdrop for investors in 2019. On Monday, markets drew a direct line between trade policy uncertainty and expectations for a weaker U.S. economy. Stocks saw their worst day since January 4 and the 10-year U.S. Treasury yield plunged to its lowest level since November 2016. Read more on how trade tensions could weigh on Fed policy, broader economic activity, inflation and how this may impact investors.
August 2, 2019
Chief U.S. Economist Lara Rhame's analysis of the Fed’s meeting on July 31, 2019
July 26, 2019
On Wednesday, the FOMC appears set to embark on its first rate cut in 10 years. Markets have cheered the Fed’s accommodative shift this year, but the outcome of Wednesday’s meeting will be more nuanced than the headline rate move. Will the Fed indicate further cuts ahead? Do policymakers view the economy as “upbeat” or “cautious”?
June 21, 2019
Chief U.S. Economist Lara Rhame explains 3 reasons the Fed’s pivot may be risky for investors.
May 31, 2019
Tuesday the S&P 500 finished down 0.8% and is now over 5% lower than its recent high on April 30th, and the 10-year U.S. Treasury tested below 2.22%, the lowest since September 2017 and a full 100 bps down from its peak in early November 2018. Clearly, global growth concerns are weighing on bond markets. All year they’ve been flashing warning signs that have largely been ignored by equity investors whose optimism was buoyed by the altered Fed landscape.