Viewpoints about Federal Reserve
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Fed policy: what comes next?
A review of Federal Reserve policy objectives and some of the key financial data the Fed examines in making policy, and a view on where we stand now.
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Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
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Macro investment themes: China's recovery, a Fed that's on hold, and vaccine rollouts
The U.S. economy looks set to outperform its developed-market peers in the months ahead—one of several macro themes that investors might want to monitor.
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The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
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Understanding how monetary and fiscal policies can work together
While the U.S. monetary and fiscal policy responses to the pandemic have been massive, further efforts on the fiscal side have stalled. We explore the differences between the two.
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Inflation, inflation targeting, and your portfolio
Why does inflation matter for your portfolio? We review inflation basics, outline how Fed policy is designed to manage inflation, and address inflation's effects on the economy and markets.
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After the turnaround, where to? How to look at bonds now
While much of the bond market value resulting from the pandemic-related sell-off has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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In focus: U.S. inflationary forces
Recessions aren't typically associated with inflationary pressures, but that's the environment we find ourselves in. Find out why.
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U.S. jobs report stuns—hello V-shaped recovery?
A robust jobs recovery in May caught investors by surprise. Can investors take this as a sign that the worst is over?
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Market outlook: navigating the next chapter of COVID-19
Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?
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