Thoughts on the Market

Markets have spent November celebrating upbeat vaccine news and closure on U.S. election uncertainty. After a strong month, are equities headed for another reset?

Emerging market assets are poised to redeem some of their historic underperformance in 2021, but not all assets and indices in the class are equally positioned to take advantage of the cyclical upturn. Chief Cross-Asset Strategist Andrew Sheets explains.

A rare open disagreement between the Fed and the Treasury may have policy implications in the longer term. Michael Zezas, Head of U.S. Public Policy Research, explains.

Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The forecast for investors.

As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.

Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.

Washington D.C. has become increasingly interested in tech regulation, but what’s the likelihood in the next two years? And what could it mean for tech stocks?

Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.

Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.

G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?