Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape markets this year.
Easy financial conditions keep the Fed on course despite a string of weak inflation readings.
Plans are afoot to establish a replacement for Libor beyond the FCA’s 2021 end date.
Selected charts from our Second Quarter Fixed-Income Outlook suggest that now is a time for caution amid tight spreads and evolving monetary and fiscal policy.
A tightening labor market and near-target inflation will keep the Fed on track even as fiscal policy sputters.
Selected charts from our First Quarter 2017 Fixed-Income Outlook reflect market conditions as the Fed’s path and President Trump’s policy agenda come into focus.
The Fed will likely need to hike rates at a faster pace than the markets are pricing in.
Ten charts illustrate the global macroeconomic trends most likely to shape the investment environment in 2017 and beyond.
Markets will be grappling with a tightening labor market, rising inflation, and, not least, a new administration.
At a glance, selected charts from our Fourth Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.
At a glance, selected charts from our Third Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.
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