Thoughts on the Market

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Thoughts on the Market

European Markets React to Upcoming U.S. Election

As the U.S. presidential election remains closely contested, our experts discuss what a change in...

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US Economy: Bigger, But Not Tighter

New data on both immigration and inflation defied predictions and may have shifted the Fed’s...

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U.S. Equities: No Landing in Sight

Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S....

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Mixed Signals for Asia and Emerging Markets

Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate...

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A Central Piece of the GenAI Puzzle

GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods...

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The Repercussions of Rising Global Tensions

As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the...

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How Will the GenAI Revolution Be Powered?

Our Global Head of Sustainability Research and U.S. Utilities Analyst discuss the rapidly growing...

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A Sobering View on the Spirits Sector

Markets are suggesting that spirits consumption will return to historical growth levels...

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Unpacking Correlation

The math of ‘bond-equity correlation' is complicated. Our head of Corporate Credit Research...

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US Energy: The Minerals and Materials at Risk

With global temperatures rising and an increasing urgency to speed progress on the energy...

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2024 US Elections: Inflation’s Possible Paths

Our Global Chief Economist joins our Head of Fixed Income Research to review the most recent...

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What is Driving Big Moves in the Oil Market?

Our Chief Fixed Income Strategist surveys the latest big swings in the oil market, which could...

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Looking Back for the Future

Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest...

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A ‘Hot’ Summer for Oil?

Oil demand has been higher than expected so far in 2024. Our Global Commodities Strategist...

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The Threat to Clean Energy in the US

Experts from our research team discuss how tensions with China could limit US access to essential...

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The Growing Importance of Where Data Lives

Consumers are increasingly sensitive about where their personal data is being processed and...

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U.S. Elections: Potential Implications for Businesses and Consumers

We discuss how the upcoming U.S. elections could affect trade and tax policy, and which scenarios...

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How Immigration’s Rise Could Boost Economic Growth

Our Global Chief Economist surveys recent US and Australian census data to explain immigration’s...

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US Housing: Will Lower Fees Means Higher Sales?

A landmark settlement with the National Association of Realtors will change the way brokers are...

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Are Credit Scores Inflated?

Consumer credit scores have ticked higher in the last two years – but so have the rate of...

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