/perspectives/macroeconomic-research

Macroeconomic Research

Our Macroeconomic Research and Market Strategy Team analyzes a wide range of economic data and market behavior to synthesize the implications for investors and the potential direction of policy and markets.


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      Macro Markets Podcast Episode 67: Outlook and Strategy After the Tariff Gray Swan

      Steve Brown, CIO for Fixed Income, and Patricia Zobel, Head of Macroeconomic Research and Market Strategy, join Macro Markets to review the tariff-related paradigm shift in trade policy.


      April 22, 2025

      Macroeconomic Update: Macroeconomic Update Challenges for U.S. Growth in 2025

      Economic slowdown in 2025 driven by policy uncertainty and inflation.


      January 21, 2025

      Macroeconomic Update: Fundamentals Are Solid, but Policy Uncertainty Is Elevated

      We see moderate growth in the U.S. economy in 2025.


      January 16, 2025

      10 Macro Themes for 2025

      10 trends that will shape credit markets in 2025.


      November 19, 2024

      Macroeconomic Update: Recent Data Reduces (But Does Not Remove) Downside Risks

      Outlook for a soft landing improves.


      September 26, 2024

      Third Quarter 2024 Quarterly Macro Themes

      Research spotlight on what’s next.


      June 28, 2024

      Second Quarter 2024 Quarterly Macro Themes

      Research spotlight on what’s next.


      May 29, 2024

      Macroeconomic Update: Despite Q1 Setback, Lower Inflation and Fed Cuts Still Coming 

      The Fed’s higher-for-longer approach should pay off, opening the door to cuts later this year.


      March 27, 2024

      First Quarter 2024 Quarterly Macro Themes

      Research spotlight on what’s next.







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