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.
Category: Outlook
Market volatility returns to “old” normal
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.
What November means for 2019
The events of November provide a fresh view of two key risks facing the economy in 2019 — a hawkish Fed and an escalation of the trade war.
Italy’s bank troubles challenge EU
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.
Constrained credit threatens growth
Stock market rallies often need to climb a wall of worry, and we see that wall getting higher.
New research road tests alternatives
New Putnam research offers insights to help to set performance expectations for alternative strategies under actual market conditions.
Don’t expect a “heads up” from the Fed
The Fed’s rate hike will probably come without warning.
Why the Fed might move in June
We think there is a possibility that the Fed could raise rates at just about any time, including between meetings.
Why low oil prices may last
Oil prices are often volatile, but we see some longer term factors at work on both the supply side and the demand side of energy markets.