Jason R. Vaillancourt, CFA, Global Macro Strategist, author at Putnam Perspectives

How markets could react to Fed and ECB meetings

A mixed batch of inflation readings moved market expectations, but it is more important to remember the Fed’s inflation dashboard.

Our outlook for stock market volatility sees the levels reached in 2018 continuing, in part because these levels were close to the long-term norm.

We are watching the referendum in Italy this weekend for yet another existential crisis for the euro.

Outlook

Troubled banks in Italy pose a new challenge to the EU, one that has been compounded by the U.K.’s vote in favor of Brexit.

Outlook

Stock market rallies often need to climb a wall of worry, and we see that wall getting higher.

Concerns linger that the causes of the August market selloff could continue to trouble markets, but it’s important to consider fundamentals.

With some investors questioning the merits of maintaining a bond allocation, our investigation of asset correlations provides insights.

While energy consumption had been relatively stable in the developed world, supply has continued to expand.

Outlook

The Fed’s rate hike will probably come without warning.