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Inflation: Here today and gone tomorrow, or here to stay?

The inflation debate turns from speculation to reality. Our chart breaks down April’s CPI report and suggests one takeaway could be higher volatility.

Commodity prices an inflation canary in the coal mine?

Soaring commodity prices have stoked the inflation debate. Our chart looks at price inflation and suggests one takeaway could be higher volatility.

Energy market commentary: April 2021

The composition of oil supply and demand has shifted significantly over the past year.

Credit market commentary: April 2021

The duration-sensitive Barclays Agg posted its first positive return of the year in April as long-term interest rates drifted lower.

With the 10-year’s decline, a sense of false hope?

The Barclays Agg rose in April for the first time since December. Our chart looks at the secular issues that continue to drag fixed income markets.

Inflation – Higher or a head fake?

Chief U.S. Economist Lara Rhame and Kara O’Halloran, Director, Investment Research, share their points of view on where they think inflation is headed. Is this another head fake?

Style-agnostic approach important in fast-changing markets

With markets moving fast and furious, our chart looks at dispersions across factors and why style agnosticism may be more important than ever.
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