Markets and Economy 2025 midyear investment outlook: The global reset
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
June 10, 2025
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy Despite trade policy uncertainty, US economy has been resilient
As tariffs were announced, rescinded, invalidated, and reinstated, the US financial markets and economy have shown remarkable resilience.
June 2, 2025
Markets and Economy ‘Big Beautiful Bill’ brings fiscal concerns
The proposed bill, deficit, debt ceiling, tariff threats, and rising bond yields, as well as the next move by the Federal Reserve, were top of mind.
May 27, 2025
Markets and Economy Weaker consumer confidence dampens a good week for stocks
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
May 19, 2025
Markets and Economy Central banks are treading carefully
A China-US tariff de-escalation, the Federal Reserve stays in wait-and-see mode, and the Bank of England strikes a hawkish tone while cutting rates.
May 12, 2025
Markets and Economy Economic data are sending mixed and confusing signals
We cover a wealth of recent data reports and explore what they could mean for the path of growth going forward.
May 5, 2025
Markets and Economy Markets buoyed by news on trade talks and the Fed chair
2025 has been a roller coaster ride for markets. Comments on tariffs and on Federal Reserve Chair Jerome Powell led to a recent upswing.
April 28, 2025
Markets and Economy US stocks bear the brunt of global economic uncertainty
The global economic outlook is uncertain, yet European, UK, Chinese, and Japanese stocks all rose last week while US stocks fell.
April 22, 2025
Markets and Economy Treasuries, sentiment, and earnings: What investors need to watch
Six things to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings outlook, and Chinese economic data.
April 15, 2025
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