Viewpoints about QE
-
Macro anchors shaping the global growth outlook
The current global economic recovery remains delicate. We examine key macroeconomic themes that could influence global growth trajectory in the near term.
Read more
-
U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grow, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to watch.
Read more
-
Macro disruptors—hidden themes that could reshape the world economy
ESG awareness, cryptocurrencies, and a shift away from traditional data. Read about the macro disruptors that could redefine the way we understand the world economy.
Read more
-
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.
Read more -
Fiscal policy and the threat of global recession
Does COVID-19 require a different policy response than the Global Financial Crisis? We explore the need for big fiscal stimulus, not just monetary measures.
Read more
-
Market outlook: three key risks for 2020
Markets are exuding a sense of calm as we head into 2020. What are the key risks that investors could face in the year ahead? Read our latest market outlook.
Read more
-
Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
Read more
-
U.S. interest rates: there’s no need for the Fed to step on the gas
As the economy displays signs of renewed strength, is the Fed right to shift into neutral gear? Or should U.S. interest rates head lower?
Read more
-
Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted
The U.S. Federal Reserve is the single largest buyer of agency mortgage-backed securities in the market today. We take a closer look at what could happen when that trend changes course.
Read more
-
Reaching for zero: the upshot of the Bank of Japan's new announcement
The Bank of Japan (BoJ) announced monetary policy shifts, reiterating its commitment to spur growth and inflation. However, the success of these new measures hinges on perception and execution.
Read more