Manager Commentaries
Macroeconomics
U.S. households and asset prices are at tipping point as Fed lifts rates
In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.
Investment updates
The global economy this week
June 21 — Highlights of the past week, from central bank policies to trade and currency trends.
Inflation/Deflation
EUROSTAT: Euro area annual inflation rose to 8.1% in May from 7.4% in April.
Most recent
Equity Insights | July 5, 2022
Now what? What's next for tech
Capital Markets Outlook | Q2/2022
The end of the Great Moderation
Fixed Income Outlook | Q2/2022
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