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.
The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?