Explore our thinking about today's financial markets
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U.S. households and asset prices are at tipping point as Fed lifts rates
May 11, 2022 | Fixed income
In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.
Capital Markets Outlook

The end of the Great Moderation
April 13, 2022 | Capital Markets Outlook
Russia's invasion of Ukraine may stop the string of more moderate business cycles since 1982 and raise the risk of recession.
Fixed Income Outlook

Bond market swings mirror investor unease
April 26, 2022 | Fixed Income Outlook
The first quarter was a challenging time for global financial markets.
Equity Insights

A new age of opportunity in health care
May 2, 2022 | Equity Insights
As Covid concerns ease and investors focus elsewhere, we remain bullish on health care investing.

U.S.–China war of words playbook
The politics of the U.S.–China relationship have clearly become more complicated recently. The war of words over China’s handling of the coronavirus outbreak and the proposed new Hong Kong security law has the potential to create headwinds for the global economy and financial markets.