2021 will be a balancing act of long-run optimism with near-term challenges. Read our watchlist for 10 big ideas on the economy, policy and markets.

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.

2023 will see easing inflation but rising risk of a recession. Read our watchlist for 10 big ideas on the economy, the Fed and markets.

Chief U.S. Economist Lara Rhame offers her predictions for the 10 essential macro and market trends facing investors in 2024.

Lara’s Top 10 watchlist for the economy, markets and investing in 2020

Currency drama leads to increased policy uncertainty, volatility

Britain’s vote to exit the EU has caught markets wrong-footed. We saw firsthand the negative effects of the overhang of macro events earlier this year – China’s slowing growth, falling oil prices and Federal Reserve policy speculation.

This week’s chart focuses on why the commercial mortgage market’s strong health is expected to last throughout 2019.

This week’s chart depicts the impact of real interest rates on cap rates and looks at what may lie ahead for commercial real estate investors.

Is the easing of monetary policy spurring new housing construction? This week’s chart explores the connection and its potential impact on real estate investment.