insights Markets and economy

Fresh perspectives on economic trends and events impacting the global markets.

Global liquidity snapshot

Global Liquidity Snapshot offers a quarterly at-a-glance look at what's happening in short-term liquidity markets around the world.

July 10, 2026
Case for a healthy market rotation vs. a tech bubble

Tech stocks have cooled, but broader market strength and falling inflation pressures tell a different story today than the 1990s tech bubble.

June 29, 2026
Why the Fed may need to stay patient

Oil prices dropped dramatically, and inflation breakevens fell, which makes recent talk of a Fed rate hike seem disconnected from the backdrop.

June 22, 2026
Market story: Monetary policy, not rockets

The SpaceX IPO isn’t what may drive the stock market. Policy, inflation expectations, and easing geopolitical uncertainty may matter more.

June 15, 2026
2026 midyear outlook: World disrupted? Resilience endured

In a world undergoing immense disruption, we believe resilience has endured, which should provide a favorable investment environment.

June 15, 2026
Market downturn narratives may be missing the mark

The narratives on last week’s market downturn seem to be driven by perception. The pullback doesn’t appear to be a sign of structural weakness.

June 8, 2026
Global Fixed Income Strategy Monthly Report | June 2026

Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit.

June 4, 2026
What stock market pessimists may be missing

Some investors may be skeptical, but easing inflation, lower rates, and strong earnings may mean markets could still have room to run.

June 1, 2026
Rising Treasury yields: Recalibration, not rupture

Higher Treasury yields may feel like the “big one,” but markets haven't shown broad signs of stress, suggesting they’re recalibrating, not breaking.

May 26, 2026
Markets seek direction, not perfection

Markets can appear to ignore scary headlines without behaving irrationally, and disruption can still be consistent with resilience, adaptation, and renewal.

May 18, 2026
Three reasons why markets have advanced despite worries

Why have markets moved higher despite ongoing risks? Government spending, strong corporate earnings, and signs of economic resilience have helped.

May 11, 2026
What is the national debt, and how does the deficit differ?

The federal government borrows money to pay its bills, and those loans get added to the national debt until they're paid off.

May 8, 2026

Showing 12 of 61

Explore all insights

NA1943153