The Economy and the Markets Fourth Quarter 2022
A recession – and higher unemployment – seem to be the base case for many market participants.
The Economy and the Markets Third Quarter 2022
The odds of a recession are rising quickly as the Fed continues to tighten against a backdrop of what appears to be an inevitable slowdown.
The Economy and the Markets Second Quarter 2022
While we are mindful of the uncertainty going into the second half of the year, this is a good time to hunt for bargains and make sure positioning accounts for the risk of the market hitting an air pocket.
The Economy and the Markets First Quarter 2022
2022 is unlikely to hold a repeat of last year’s strong performance. Markets are likely to remain unsettled as wary investors navigate the worrisome mix of tighter financial conditions, high inflation and slowing growth.
The Economy and the Markets Fourth Quarter 2021
The battle between longer term disinflationary secular trends and declining potential growth versus the hotter mix of easy financial conditions, populist policies and the costs of climate mitigation is likely to be the story for some time.
The Economy and the Markets Third Quarter 2021
We expect solid but decelerating growth at the same time inflation may be stickier than expected. With fundamentals likely to hold up, this is a not a bad backdrop for risk assets, but a steady hand from policymakers is needed to wind down unconventional supports.
The Economy and the Markets Second Quarter 2021
As things return to normal in the fall, we expect strong growth and higher prices to challenge investors’ fortitude as well as the conviction of policymakers.
The Economy and the Markets First Quarter 2021
Both the Biden administration and the Federal Reserve are committed to whatever it takes to accelerate and broaden growth.
The Economy and the Markets Fourth Quarter 2020
While markets seem fully priced and even overvalued by normal standards, the stage is set for good economic growth in the coming year. We believe now is a good time maintain investment discipline.
The Economy and the Markets Fourth Quarter 2022
A recession – and higher unemployment – seem to be the base case for many market participants.
The Economy and the Markets Third Quarter 2022
The odds of a recession are rising quickly as the Fed continues to tighten against a backdrop of what appears to be an inevitable slowdown.
The Economy and the Markets Second Quarter 2022
While we are mindful of the uncertainty going into the second half of the year, this is a good time to hunt for bargains and make sure positioning accounts for the risk of the market hitting an air pocket.
The Economy and the Markets First Quarter 2022
2022 is unlikely to hold a repeat of last year’s strong performance. Markets are likely to remain unsettled as wary investors navigate the worrisome mix of tighter financial conditions, high inflation and slowing growth.
The Economy and the Markets Fourth Quarter 2021
The battle between longer term disinflationary secular trends and declining potential growth versus the hotter mix of easy financial conditions, populist policies and the costs of climate mitigation is likely to be the story for some time.
The Economy and the Markets Third Quarter 2021
We expect solid but decelerating growth at the same time inflation may be stickier than expected. With fundamentals likely to hold up, this is a not a bad backdrop for risk assets, but a steady hand from policymakers is needed to wind down unconventional supports.
The Economy and the Markets Second Quarter 2021
As things return to normal in the fall, we expect strong growth and higher prices to challenge investors’ fortitude as well as the conviction of policymakers.
The Economy and the Markets First Quarter 2021
Both the Biden administration and the Federal Reserve are committed to whatever it takes to accelerate and broaden growth.
The Economy and the Markets Fourth Quarter 2020
While markets seem fully priced and even overvalued by normal standards, the stage is set for good economic growth in the coming year. We believe now is a good time maintain investment discipline.