Small businesses in the US are becoming more cautious about the economic outlook – the National Federation of Independent Business’ (NFIB) Small Business Optimism Index fell 1.3 points to 101.8 in September.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
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.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Key findings from the Multi-Asset Solutions Strategy Summit
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly