Economic Updates

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

The market’s greatest risk may be political

The market’s greatest risk may be political

Q4 2016 | Capital Markets Outlook

While political risks could undercut the post-Brexit rally, the policy environment remains supportive enough to maintain a slightly bullish outlook.

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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  |  December 5

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

Employment trends

U.S.: The unemployment rate fell to 4.6% and the U.S. added 178,000 jobs in November.

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