A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
Equity solutions for volatile markets
The Fed’s options for additional stimulus are limited and each comes with a set of complications, says Alex Dryden and Jack Manley.
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
The key to successful investing starts with getting invested, and then staying invested, according to David Lebovitz.
Both governments and central banks have delivered sizeable fiscal stimulus packages and quantitative easing programmes—and there’s talk of even more to come. What’s the next step in the pandemic playbook, and are there opportunities for fixed income inves
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.