Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special.
A summary of the factors driving global markets over the last quarter.
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it’s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore