Macroeconomics
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Positioning for a Fed pause
- Videos
Edward Al-Hussainy, Senior Currency and Rates Analyst, Head of Emerging Market Fixed Income Research
Our analyst reviews rate expectations going into 2024 and the Fed's next steps as we transition to a pause.
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Shutdown standoff 2023: Is more fiscal trouble brewing?
- Our Blog
Historically, shutdowns have had no meaningful impact on the broader economy. Given the current political environment, could this time be different?
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Growth or value: What’s in style in the second half of 2023
- Videos
What could drive the relative performance of growth and value stocks in the second half of 2023?
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CIO Market Outlook: Have we dodged a recession?
- Videos
William Davies, Global Chief Investment Officer, talks about investment opportunities and the prospects for recession.
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Debt ceiling deal…or no deal
- Our Blog
Joshua Kutin, Head of Asset Allocation, North America
Edward Al-Hussainy, Senior Currency and Rates Analyst, Head of Emerging Market Fixed Income Research
Potential market outcomes — from most to least likely scenarios.
