Chief U.S. Economist Lara Rhame explains the possible economic and market impact of the epidemic.

Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.

Today’s rate hike has left markets wondering what, if anything, has changed at the FOMC and where rates are going from here.

Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.

Interest rates take a big step down | The yield curve inverts and alarm bells sound | The economy is cruising along, but risks loom

U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.

Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.

Stay up to date on the latest moves from major central banks across the world.

This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.