Inflation, War, And COVID Drag On
Headwinds Are Eroding Credit Buffers On May 17, we announced downward revisions to our global macroeconomic base-case forecasts of between… »
Headwinds Are Eroding Credit Buffers On May 17, we announced downward revisions to our global macroeconomic base-case forecasts of between… »
At times of great uncertainty, it is useful to step back from the ambitious and often near-impossible goal of forecasting… »
MARKET MOVES •Last week concerns about the global economy and Fed monetary policy drove market sentiment. •Cut off of gas… »
President Emmanuel Macron was re-elected for a second term as expected, but the relatively narrow margin of victory over far-right… »
• Flows into global ETPs in March rose above February’s inflows, with $115.6B added over the course of the month.… »
Quagmire the central case. The situation in Ukraine remains very fluid. Our central case assumes a protracted crisis, keeping the… »