Explore our thinking about today's financial markets
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January 26, 2022 | Fixed income
Companies are buying raw and intermediate goods at a record pace, which will influence economic growth in 2022.
Capital Markets Outlook
January 12, 2022 | Capital Markets Outlook
Bond bears expecting bad news in 2022 should think about the stubbornly low yields of the past two decades.
Fixed Income Outlook
October 29, 2021 | Fixed Income Outlook
Fixed-income markets faced multiple risks, including the Fed's plan to unwind debt purchases, the shifting growth outlook, and Covid-19. But, we believe the environment for bonds remains supportive.
January 3, 2022 | Equity Insights
In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings.