Fresh perspectives on economic trends and events impacting the global markets
The second half of the year has brought clarity regarding multiple political contests worldwide. Now, every global region is anticipating the impact of new policies to come.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
2025 Global Policy Outlook
The second half of the year has brought clarity regarding multiple political contests worldwide. Now, every global region is anticipating the impact of new policies to come.
The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
What are the national debt and deficit?
The federal government borrows money to pay its bills, which gets added to the national debt until it's paid off.
What is inflation, and what does the Fed do to track prices?
Inflation can affect the economy in many ways, which is why the Federal Reserve tracks prices and tries to keep them stable.
2025 investment outlook: After the landing
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Podcast: Bond opportunities in a resilient US economy
Matt Brill talks about his expectations for the Federal Reserve, his bullish view of investment grade credit, and opportunities in high yield, emerging markets, commercial real estate, and retail.
Politics, central banks, and what matters most to markets
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
What are markets telling us about Trump’s decisive victory?
Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.
Global Fixed Income Strategy Monthly Report
Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit, in our monthly global strategy report.
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