US Economy Health Check chart book
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
For the first time in 20 years, markets will have to survive without support from central banks.
Currency movements based onbrexit's outcome.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.