Explore our thinking about today's financial markets

Can Trump follow Reagan's playbook?

Can Trump follow Reagan's playbook?

February 9, 2017  |  Macroeconomics

Trump administration fiscal policy is expected to be similar to Ronald Reagan's measures, but economic conditions today are much different than in 1981.

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Capital Markets Outlook

Balance optimism on earnings with caution about Congress

Balance optimism on earnings with caution about Congress

January 20, 2017  |  Capital Markets Outlook

What a difference a day makes — in this case, Election Day.

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Fixed Income Outlook

Growth acceleration under a new policy regime

Growth acceleration under a new policy regime

January 25, 2017  |  Fixed Income Outlook

As we consider fixed-income markets in 2017, we are particularly optimistic about two factors.

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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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