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Market Bulletins

Our Market Strategists dive into the major topics and locations impacting the markets and investors.

2025 U.S. Policy Pulse

Insights on the 2024 U.S. general election, potential election outcomes, policy agendas and investment implications to help investors navigate the election cycle in portfolios.

Reciprocal tariffs spark sharp market sell-off and increase recession risks

This paper discusses the major tariff announcements by U.S. President Trump, and the investment implications.

Separating the inflation signal from the policy noise

This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)

Patience with a pinch of hawkishness

This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)

Robust economy and policy uncertainty tilts the Fed hawkish

At its final meeting, the Federal Open Market Committee (FOMC) voted to reduce the Federal funds rate by 0.25% to a target range of 4.25%-4.50%, cutting rates by a 100 basis points (bps) or 300 bps annualized in 2024.

Policy recalibration kicks off with a 50bp rate cut

This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)

Cuts are coming

This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)

The decimal and the dot

This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)

Rate cuts delayed, but not denied

This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)

Climate adaptation: Adapting to a warmer planet

With global warming on the rise, it is important for investors to know about adapting to climate impacts. Learn more about climate adaptation and investing.