Explore our thinking about today's financial markets
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June 30, 2020 | Fixed income
Germany and France — in what some have claimed is a breakthrough — have proposed establishing a recovery fund for countries hit hardest by the coronavirus pandemic. European Union leaders plan to meet in July on a €750 billion initiative that would involve the issuance of common debt. It would be a significant step toward closer economic ties.
Capital Markets Outlook
April 8, 2020 | Capital Markets Outlook
We are looking for progress in public health and credit market indicators as policy responds to the economic shock surrounding the pandemic and efforts to contain it.
Fixed Income Outlook
April 28, 2020 | Fixed Income Outlook
An extremely sharp global downturn is unfolding as the coronavirus pandemic takes a toll on economic activity and sentiment.
June 26, 2020 | Equity Outlook
We discuss the potential impact of a second wave of the coronavirus and we offer insights on how businesses are faring as COVID-19 restrictions are eased.