Explore our thinking about today's financial markets
Capital Markets Outlook
January 12, 2023 | Capital Markets Outlook
We believe markets expect inflation to decline sooner than it will, and that there is limited upside for stocks.
Fixed Income Outlook
November 4, 2022 | Fixed Income Outlook
Fixed income markets experienced widespread declines in the U.S. and globally in the third quarter of 2022, as inflation remained high and became more broad-based.
January 27, 2023 | Equity Insights
In our view, the biggest surprise in 2023 will be that, despite bad news, the market will finish higher.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.