What do our long-term growth and inflation forecasts say about today’s economy?
This paper, written by Karen Ward, examines the European Central Bank meeting outcome and its investment implications.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Our commodities strategies leverage the insights and expertise of our global platform to guide commodity positioning and risk-taking.
This paper, written by David Kelly and John Manley, addresses the key elements of the U.S. tax reform and its investment implications.
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?