U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
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.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Reflections on the Bank of England's efforts to avoid surprising a fragile gilt market.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
How corporate efficiency is supporting profitability and earnings growth.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Weakness in U.S. hiring should be taken within the context of tariff uncertainty, but other labor market metrics are holding steady.
Reviewing the potential impact of tariffs on US inflation from multiple angles.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.