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Global Macro Outlook—Navigating a slowing recovery
In this edition of Global Macro Outlook, we outline the key macroeconomic themes that are likely to shape the financial markets during the stall-out phase of the recovery and highlight how it’s playing out in major economies around the world.
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How do the markets look for the remainder of the year?
Heightened market volatility is likely to remain throughout 2020 and into 2021. The ongoing challenge of the pandemic and its impact on the broader economy will continue to destabilize the recovery currently underway and have a disproportionate impact on market returns.
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A closer look at the 2020 elections
This November 3, America votes on the balance of power in our nation's capital. We examine what's at stake, the possible outcomes, and what could be in store for investors' portfolios.
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly on the economics front—COVID-19 might have already shaped key aspects of the next presidency.
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Global markets at a key inflection point: six working assumptions
As we enter the second phase of the recovery, growth momentum is likely to stall. We identify key themes that could shape global markets in the coming months.
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Markets diverge from the pandemic and economy
We expect markets to continue to be volatile in the months ahead as investors digest the impact of economies re-opening, additional localized coronavirus outbreaks and other, major geopolitical factors.
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Should the Fed engage in yield curve control?
Expectations that the U.S. Federal Reserve might soon implement yield curve control are rising. Is it the appropriate policy response at this juncture?
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May U.S. jobs report stuns—hello V-shaped recovery?
The unexpectedly strong May U.S. jobs report caught many investors off guard. Does it mean that a reassessment of U.S. growth prospects is now needed?
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U.S. economic outlook: macroeconomic headwinds vs. tailwinds
The United States is gradually reopening for business, but our Global Chief Economist Frances Donald believes the U.S. economy isn’t out of the woods just yet.
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Fixed income.gov: getting acclimated in a world of government-managed debt
What's the outlook for fixed income when trillions are being spent on bond market support? Roshan Thiru assesses the new landscape of government-led intervention.
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