Economic Updates

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

Balance optimism on earnings with caution about Congress

Balance optimism on earnings with caution about Congress

Q1 2017 | Capital Markets Outlook

Rising GDP, interest rates, and energy prices have helped the market

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The end of the era of unlimited central bank support

Q4 2016 | Fixed Income Outlook

The current environment may be relatively benign for risky assets — particularly out-of-index opportunities ranging from high-yield bonds and bank loans to securitized debt and select emerging markets.

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Keeping fundamentals in focus as markets shift

Q4 2016 | Equity Outlook

Despite the market’s seeming calm through most of the third quarter, a number of undercurrents could challenge equities in the final months of 2016.

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Global economic update  |  January 23

Highlights of the past week, from central bank policies to trade and currency trends.


U.S.: The dollar gained versus other major currencies ahead of the presidential inauguration.

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