While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Where we see the most compelling equities opportunities across sectors in 2024.
Bond investors received an early gift as the Fed signaled that a material policy pivot was in store for 2024.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Shifting narratives can quickly reverse but might some be permanent?
The Global Bonds Team puts the recent bond bear steepening in context and reflects on what it might mean for the future direction of bond yields.
How rail announcements offer insights into fixed income markets.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
How US households and consumer sector companies are navigating the crosscurrents of resurging demand, high inflation and slowing growth.
What happens beyond peak inflation and can central banks navigate a soft landing with their inflation ‘blinkers’ on?