Latest financial insights & resources
Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.
U.S. ECONOMY
Assessing the growth of the U.S. economy
The S&P 500 continues to hit all-time highs, yet public markets only provide access to a subset of US economic growth.
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?
2024 ECONOMIC OUTLOOK
Mid-year outlook
With a favorable trajectory for inflation and expectations for a slower growth economy, we explore the factors and conditions likely to influence the economic landscape in the second half of the year.
June 27, 2024
The 2024 election and your portfolio
As the campaign season heats up, we take a look back at the relationship between presidential election outcomes and the economy and how elections impact — or don’t impact — financial markets.
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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