Latest financial insights & resources
Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.
2024 ELECTION
Early thoughts on the election, policy and financial markets
One day after Election Day, we provide an update from the perspective of the financial markets.
Economy and financial markets
Year-end outlook
The economy continues to grow, but a slowdown may be on the horizon. Our experts share their insights and address the questions facing clients about the economy and financial markets through the remainder of 2024.
U.S. deficit
It gets worse before it gets better
The federal government ran a fiscal deficit in all but five of the last 62 years, with frequent episodes of investor concern and political rancor over the sustainability of fiscal policy. Despite projections of fiscal peril, and thanks to greater demand for Treasuries, the U.S. has avoided a government debt crisis—so far.
MARKET VOLATILITY
Soft landing or crash landing? Assessing the recession trade
Are we headed for a near-term recession, or are markets overreacting?
OVERSEAS OPPORTUNITIES
Spotlights on China, Europe, Japan and India
Global equities ended 2023 on a high note, but as we look ahead to 2024, we consider the “investability” of three overseas regions that are commanding headlines.
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