Explore our thinking about today's financial markets

Capital Markets Outlook

Recalculating the <em>if</em> and <em>when</em> of stimulus

Recalculating the if and when of stimulus

April 20, 2017  |  Capital Markets Outlook

Stocks have risen on expectations since the November election, but the rally may pause until real changes are implemented.

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Fixed Income Outlook

Global reflation at a crossroads

Global reflation at a crossroads

April 25, 2017  |  Fixed Income Outlook

As growth edges higher globally, fixed-income fundamentals remain strong.

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Equity Outlook

Positive forces could extend market momentum in 2017

Positive forces could extend market momentum in 2017

January 30, 2017  |  Equity Outlook

Amid broad market enthusiasm for pro-growth policies and the restoration of global economic health, we remain alert to potential risks.

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