Markets and Economy US government shutdown unlikely to materially impact markets
The US government shut down, while governments in Europe and Japan plan to increase spending, which may help support stocks.
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Portfolio Playbook: Still quality-focused
Global economic indicators are modestly improving amidst a weak economic backdrop. In October, we remain focused on higher-quality stocks and bonds.
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Latest insights
Markets and Economy Stocks pause, but rate cuts, economic growth may provide support
The market environment is challenging, but growth and earnings data remained resilient. We expect markets to resume their climb of the “wall of worry.”
Markets and Economy Above the Noise: Rate cuts, productivity gains, and gold surge
How do stocks respond to rate cuts? Get my answer plus insight on corporate productivity, surging gold prices, and the US dollar.
