Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
As expected, the FOMC voted to maintain the federal funds rate at a range of 1.00% to 1.25% at the November meeting, citing “realized and expected labor market conditions and inflation” as the driving forces behind today's decision.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
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
A summary of the factors driving global markets over the last month.
A summary of the factors driving global markets over the last quarter.