Covid-related labor imbalances complicate Fed’s inflation fight
Demographic shifts and labor imbalances might have disturbed consumption-saving decisions that impact inflation.
Demographic shifts and labor imbalances might have disturbed consumption-saving decisions that impact inflation.
Recent economic data and the outlook for energy supplies are casting doubt on whether Europe has the resilience to withstand a recession.
A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).
The U.S. will likely avoid a recession in 2022, in our view. That risk rises next year as the Fed raises rates and China decelerates.
While munis suffered a bad quarter to start 2022, brighter days may be ahead amid strong fundamentals.
In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.
China boosts fiscal spending to support its growth target in 2022 amid lockdowns in Shanghai and other cities.
We expect oil prices to enter a correction stage and for Russia’s war in Ukraine to play less of a role in oil markets.
The war and widespread sanctions will likely have a knock-on effect on economic growth, inflation, interest-rate policies, and the future of renewable energy.