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Insights & Research
2023
All publications and yearly archive.
Economic Trends & Insights
December 22, 2023
December 15, 2023
December 8, 2023
ECB Preview: Caution Is Warranted
December 1, 2023
October 27, 2023
Financial Stability: Cloudy, With A Chance Of Showers
Survey of Consumer Finances: Consumers Are Fine
A Decade of China’s Belt And Road Initiative
October 20, 2023
October 13, 2023
Higher Uncertainty Around Higher Yields
Gender Studies Earn The Nobel Prize
October 6, 2023
September 29, 2023
Energy Prices Are Creating Discomfort
Bank of England Takes A Breather
September 22, 2023
Walking Out On The Auto Industry
Shifting Foreign Holdings of U.S. Debt
What’s Holding Back India’s Economy?
September 18, 2023
Fed Preview: Done, Or More To Be Done?
September 8, 2023
Spillovers From China’s Malaise
Measuring The Cost Of Healthcare
September 1, 2023
Checking The Health Of Consumers
August 25, 2023
High Spreads Pushing Up Mortgage Rates
August 18, 2023
Productivity: Earning Our Keep
August 11, 2023
August 4, 2023
July 28, 2023
Soft Landing: Are We There Yet?
July 21, 2023
Inflation: Better But Not Good
Turkey Pivots To Economic Orthodoxy
July 17, 2023
July 7, 2023
June 30, 2023
June 23, 2023
June 16, 2023
Commodities: No Longer A Crude Shock
June 9, 2023
June 2, 2023
May 26, 2023
Mass Transit Is Facing Massive Challenges
May 19, 2023
Hong Kong Struggles To Balance East And West
May 12, 2023
Debt Ceiling: High Risk, Low Reward
Global Tourism: An Incomplete Recovery
May 5, 2023
April 28, 2023
April 21, 2023
Emerging Market Vulnerabilities
Bank Stress and Lending Standards
April 14, 2023
April 6, 2023
More Bread For Our Daily Bread
March 31, 2023
Money Market Funds: Any Port In A Storm
Strikes, Shamrocks, And Systemic Risk
March 24, 2023
March 17, 2023
Silicon Valley: The Consequences of a Bank's Failure
March 10, 2023
India Seeks More Manufacturing
Closing The Books On The Pandemic Emergency
March 7, 2023
March 3, 2023
February 24, 2023
Central Bank Portfolios Are Underwater
Finding the Will to Refill the Strategic Petroleum Reserve
February 17, 2023
Ballooning U.S.-China Tensions
U.S. Debt: Going From Bad To Worse
February 10, 2023
Hot Labor Market: Raises, Questions
The Pandemic Did A Number On Schoolkids
February 3, 2023
January 27, 2023
Are Inflation Targets Still On Point?
Europe Has Dodged An Energy Crisis
The Fed Is Focused On Service Prices
January 20, 2023
Europe's "Winter of Discontent"
From Inflation Reduction To Trade Friction
January 13, 2023
Limitations of the Yield Curve
"Brazil Is Back" In The Headlines
January 6, 2023
November 9, 2023
October 17, 2023
September 14, 2023
August 16, 2023
July 19, 2023
June 22, 2023
May 16, 2023
April 13, 2023
March 27, 2023
February 16, 2023
January 18, 2023
December 19, 2023
November 13, 2023
October 25, 2023
September 21, 2023
Global Economic Outlook: China Casts A Shadow In The East…And West
August 28, 2023
July 18, 2023
May 25, 2023
April 20, 2023
March 29, 2023
February 22, 2023
September 19, 2023
June 27, 2023
June 6, 2023
May 4, 2023
April 5, 2023
February 9, 2023
November 9, 2023
October 17, 2023
September 28, 2023
September 21, 2023
Global Economic Outlook: China Casts A Shadow In The East…And West
September 14, 2023
June 28, 2023
There is renewed anxiety among central bankers in the face of sticky inflation.
June 22, 2023
U.S. Economic Outlook, June 2023
June 15, 2023
January 18, 2023
Market & Investment Trends
December 14, 2023
December 11, 2023
The Case for Separating China from Emerging Market Index Investments
December 4, 2023
Can U.S. investors harvest equity losses to save on taxes in this year’s market?
November 20, 2023
Conditions Appear Favorable for Distressed Credit Investing
November 13, 2023
How an Economic Slowdown Could Surprise the Market
November 2, 2023
October 31, 2023
Why There’s Little Cushion to Absorb an Oil Shock
October 23, 2023
The Puzzle of the Equity Market’s Reaction to Rising Rates
October 16, 2023
How an Escalation of War in Israel May Impact Markets
October 11, 2023
What’s Behind the Ascent of Long-Term Bond Yields?
October 2, 2023
The High Probability of Recession in Europe Likely Will Burden Equities
September 21, 2023
Proceeding Carefully - The Fed’s New Mantra
September 19, 2023
Equities May Stumble over Rising U.S. Earnings Expectations
September 11, 2023
August 28, 2023
What China’s Economic Troubles Mean for Investors
August 21, 2023
How to Reconcile Dueling Outlooks for U.S. Earnings
August 14, 2023
A Touch of Over-Optimism with Equities Globally
August 7, 2023
How Imbalance in a Niche Private Equity Market May Spur Opportunity
July 27, 2023
September Rate Hike? Fed Doesn’t Close Doors
July 25, 2023
Why Diversification Is at Risk
July 18, 2023
Why Equities Globally May Merit More Caution
July 11, 2023
June 26, 2023
How an Aggressive ECB May Hinder Europe’s Economy and Equities
June 15, 2023
The Fed Paused, but It Probably Will Hit Play Again Soon
June 12, 2023
May 31, 2023
U.S. Debt Ceiling Deal: Signs of Stability for Investors
May 15, 2023
Investing for a Possible Fed Rate Plateau
May 5, 2023
A Fed Pause in June? “An Ongoing Assessment”
May 1, 2023
April 17, 2023
Banking Worries Fade, But Recession and Inflation Still Loom
April 10, 2023
What Makes the Growth Stock Rally Fragile
April 3, 2023
March 23, 2023
The Fed’s Inflation Fight Is Still On
March 20, 2023
Silicon Valley Bank’s Shockwave of Uncertainty Likely to Settle
March 13, 2023
Equity Investing: Is Time on Your Side?
March 6, 2023
What China’s Reopening Could Mean for Inflation and the Global Economy
January 30, 2023
Why January's Rise May Mask a Riskier Reality
January 23, 2023
The U.S. Debt Ceiling Clock Has Started
January 17, 2023
Investors Could Look Past Current Market Snags, or Maybe Not
November 7, 2023
November 7, 2023
October 17, 2023
September 21, 2023
August 15, 2023
July 18, 2023
June 28, 2023
Municipal Bonds: U.S. States Outlook
June 21, 2023
Investment Perspective: From Concern to Churn?
June 12, 2023
April 25, 2023
March 23, 2023
February 14, 2023
January 19, 2023
December 17, 2023
S&P 500 Index Rebalance: Uber Addition Boosts Weight of Transportation
December 15, 2023
September 18, 2023
What the S&P 500 Index Rebalance Means for Investors and Index Managers