Market outlook
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Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.
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Three risk indicators to watch this year
Risks are clearly rising in 2018, but the bull market may have more room to run. We look at three risk indicators to watch in the second half.
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What's spooking the markets? Trade wars and fiscal imbalances
The risks of a global trade war and a worsening U.S. budget deficit could trigger volatility for stocks and bonds in late 2019—especially when rising interest rates are factored in.
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U.S. inflation is not a cause for alarm just yet
Some investors worry a late-cycle inflation surge will prompt the Fed to raise rates more aggressively, killing the U.S. economic recovery. Are we there yet?
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Tinkering with trade introduces unintended risks for investors
The next U.S. recession doesn’t appear imminent, but rising trade tensions could tip the balance from benign to bad quickly—see the implications for investors.
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What can history teach us about today's trade tensions?
What can history teach us about today’s trade tensions? Lessons can be found in the Smoot-Hawley tariffs and the history of empires.
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Trade tensions rising—where we go from here
As the U.S. and China ratchet up plans to impose tariffs, market volatility has skyrocketed. We examine the risks and what’s next.
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The Fed strikes a hawkish tone
This was Fed Chair Powell’s first press conference. How did the new kid do? Find out—and get the key implications for investors.
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Earnings update: pound for pound, the strongest in nearly a decade
Companies around the world are delivering some of the strongest earnings in years. We break down the results and look at the earnings outlook for 2018.
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Volatile market? It's not the economy, stupid
Volatile moves in asset prices have left investors running for cover. Does this sell-off represent the start of a major bear market? Read on to find out.
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