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Recent Perspectives

April 05, 2021

Don’t Mistake Rapid Jobs Gains for a Strong Labor Market

Despite a strong March 2021 jobs report, full employment remains far away.

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March 29, 2021

Don’t Look Now, But Bond Seasonality Is Turning Bullish

The summer months tend to deliver stronger-than-average returns for bonds.

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March 25, 2021

A Successful Green New Deal Will Need Private Partners

A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality.

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March 22, 2021

The Fed’s Mixed Messaging on the Yield Curve

Fed Chair Jay Powell is giving conflicting guidance to bond investors.

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March 16, 2021

Inflation: Time For a Reality Check

Our view is that inflation will generally remain subdued in coming years, allowing the Fed to point to cumulative shortfalls from its two percent goal to support delaying the start of policy tightening.

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March 11, 2021

Fixed-Income Outlook Chart Highlights: Q1 2021

Selected charts from our First Quarter Fixed-Income Outlook illustrate why we are staying on offense.

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March 11, 2021

The Best and Worst of Times

Pandemic deaths continue to mount, but vaccine deployment and massive policy support will lift growth in 2021.

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March 11, 2021

From the Desk of the Global CIO: Staying on Offense

With economic growth in 2021 likely to far exceed potential, we may be entering a golden age for credit.

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