A summary of the factors driving global markets over the last quarter.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Market volatility returned in October. The S&P 500 moved up or down by more than 1% in a single day on ten occasions last month – two more times than in the whole of 2017.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
For the first time in 20 years, markets will have to survive without support from central banks.