SBrian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.
Selected charts from our Third Quarter Fixed-Income Outlook illustrate why we do not think the current rally in risk assets is sustainable.
The U.S. economy is strong, but soft inflation and downside risks to growth prompted the first Fed rate cut since 2008.
Selected charts from our First Quarter Fixed-Income Outlook illustrate why we believe late-cycle drama is unfolding.
Despite the Fed’s dovish turn, our recession forecasting tools still point to recession starting in six to 12 months.
Our Recession Probability Model and Recession Dashboard suggest the recession could come as early as first half of 2020 but may not be as severe as past recessions.
Global growth has peaked, but a tight U.S. labor market will ultimately prompt the Fed to tighten again.
Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2019 and beyond.
Rising rates are hurting the most rate-sensitive sectors in a preview of the bigger slowdown headed our way.
Selected charts from our Fourth Quarter Fixed-Income Outlook illustrate why we believe it is time to start jogging to the exits.
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