Manager Commentaries
International
Debt troubles at Country Garden threaten global blight
China's largest property developer faces a liquidity crisis amid a broader slowdown in its property market. Watch for effects across other sectors and markets.
Fixed income
Fed's quantitative tightening (QT) will face constraints
The Fed is pursuing QT while being careful to avoid market disruption. Compare scenarios for QT and markets in Putnam's Macro Report.
Investment updates
The global economy this week
September 25 — Highlights of the past week, from central bank policies to trade and currency trends.
Central bank policy
Most recent
Equity Insights | August 21, 2023
Several big surprises this year, but inflation will govern the market’s next moves
Capital Markets Outlook | Q3/2023
Investor patience may be a virtue as Magnificent Seven stocks rise
Fixed Income Outlook | Q3/2023
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