Market Outlook
Featured Market Outlook
Recession Indicators Update
Can the Consumer Endure Mounting Headwinds?
The ClearBridge Recession Risk Dashboard continues to flash an overall yellow signal with healthy consumer spending balancing weaker manufacturing.
3Q19 review and outlook
Where small caps could go from here
Returns for most U.S. small-cap equities were mixed in 3Q19, but unexpected and welcome reversals were the real story.
Mid Week Bond Update
Fed rate cuts: Two more in 2019?
Even after the most recent cut by the FOMC, markets are pricing in another two rate reductions by the end of 2019.
Global investing
What's Ahead in 2019
A look ahead to what else may be in store in a year that's already defied many investor expectations.
Around the Curve
Top Down or Bottom Up Analysis: Why Choose?
Knowing the big picture can be crucial – especially for countries and companies outside the U.S.
Market Outlook
Mid Week Bond Update
Mexico: Weathering the Tariff Tempest
Mexico's economy has been resilient in the face of recent pressures.
Around the Curve
Trade, Trump, Tariffs: Mexico Endures
Despite current turmoil in global trade, Mexico's economy is showing resilience.
Markets Now: Review and Outlook
The outlook for U.S. stocks to outperform investment grade bonds remains in positive territory, despite the QS proprietary leading economic indicator slipping into negative territory.
Mid Week Bond Update
U.S. and Eurozone: Driving the Rate Differential
More government spending may be needed in Europe to close the growth rate gap with the U.S.
Mid Week Bond Update
U.S. Credit: Less Stress than Meets the Eye
The credit cycle has further to run, according to key signs within the credit sector.
Around the Curve
U.S. Credit Cycle: Late Innings
The U.S. credit cycle may be in the late innings of the game, but there are still some good plays left.
When Will Small-Caps Outperform Large-Caps?
A look back at history supports the idea of a shift in leadership to small-cap stocks.
Mid Week Bond Update
Inflation: The Fed's New Reaction Function
Behind the Fed's rate decision: a change in the way the FOMC views inflation.
Mid Quarter Update
Policy Reversals: Are They Enough?
Will the most recent policy changes from central banks turn the tide on global growth?
Mid Week Bond Update
Global Manufacturing: Tide Going Out?
The latest round of manufacturing data suggest activity in this key area is contracting worldwide.
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