Market Outlook

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Market Outlook

Market Outlook
Dec 06
Market Outlook

Markets Now: Review and Outlook

December 06, 2019

Our composite economic indicator remains in negative territory, while valuations continue to support our view that international developed market stocks are positioned to outperform their U.S. counterparts.

Market Outlook
Nov 26
Market Outlook

Mid Week Bond Update

Global Yields: Positively Less Negative

November 26, 2019

The value of the world’s negative-yielding debt has fallen by one-third from its August peak. What's the message for markets?

Market Outlook
Nov 20
Market Outlook

Midweek Bond Update

German Yields: Negative Charge

November 20, 2019

Despite recent rate-cutting by central banks, German bund yields have been creeping higher.

Market Outlook
Nov 13
Market Outlook

Mid Week Bond Update

Yield Curve: The Old Normal

November 13, 2019

The shift back to an upward-sloping yield curve doesn't necessarily mean that the threat of recession is no more.

Market Outlook
Nov 06
Market Outlook

Around the Curve

Beyond Pessimism: What Could Go Right

November 06, 2019

Six factors that could act as positive catalysts for markets.

Market Outlook
Nov 06
Market Outlook

Q4 Market and Strategy Update

Global Growth: Slow but Resilient

November 06, 2019

With core inflation below even our more dovish estimates, we expect global growth to remain low by historical standards -- but also resilient.

Market Outlook
Nov 06
Market Outlook

Mid Week Bond Update

Liberation from LIBOR

November 06, 2019

What to expect as LIBOR, one of the world's key reference rates, is phased out in favor of new measures.

Market Outlook
Nov 05
Market Outlook

Brazilian stocks: Turning point?

November 05, 2019

Several exciting developments that bode well for Brazilian stocks may be going largely unnoticed by investors outside the country.

Market Outlook
Nov 05
Market Outlook

Recession Indicators Update

Recession Lessons: A Look Back at 1990

November 05, 2019

Our Recession Risk Dashboard continues to signal caution, with no changes from September. Meanwhile, we continue to explore how the model would have fared ahead of past pullbacks -- such as the recession of 1990.

Market Outlook
Oct 23
Market Outlook

Mid Week Bond Update

Russia: Fully Priced?

October 23, 2019

After strong returns in recent years, what's next for Russia's bonds and the ruble?

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