What do our long-term growth and inflation forecasts say about today’s economy?
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
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 performance of the US dollar significantly diverged from relative rate spreads.
The performance of the US dollar significantly diverged from relative rate spreads
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.
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