U.S. households and asset prices are at tipping point as Fed lifts rates
In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.
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.
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.
Emerging market assets — especially currencies and bonds — have proved to be resilient amid the Russia-Ukraine conflict, rising interest rates and Omicron.
Companies are buying raw and intermediate goods at a record pace, which will influence economic growth in 2022.
The Fed’s policy changes will have implications for the U.S. Treasury market and other financial assets.
We believe the Fed is likely behind the curve in containing inflation with ultra-low interest rates.
President Xi Jinping’s “common prosperity” campaign to address China’s wealth gap has converged with the regulatory crackdowns.
Global financial markets might be pricing in a “living with the virus” environment and are adjusting to a lower growth path.