Latest financial insights & resources
Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.
INFLATION & COMMODITY OUTLOOK
Structural tailwinds
Our experts explore the five- to 10-year outlook for inflation and commodities, highlighting inflationary pressures, India’s growing energy demand, and the U.S.-China trade war.
2024 ELECTION
Early thoughts on the election, policy and financial markets
We break down the potential impacts of the US election results to help prepare you for what comes next — both domestically and abroad.
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.
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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