Economic Updates

Keep up to date on the global economy and its impact on markets.

Revisiting the rates conundrum

Revisiting the rates conundrum

Q1 2022 | Capital Markets Outlook

Bond bears expecting bad news in 2022 should think about the stubbornly low yields of the past two decades.

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Bond markets navigate crosscurrents of rates and inflation

Q4 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.

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The equity bull market is intact

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.

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Economic Update for January 10, 2022

THE ECONOMY THIS WEEK

Highlights of key economic statistics from last week compiled by Putnam Investments.