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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.


 

Macro Markets Podcast Episode 60: Post-FOMC & Post-Election Analysis and Outlook

Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to discuss portfolio strategy and our outlook following the U.S. election and the Fed’s most recent rate cut.


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.


August 19, 2024

Macroeconomic Update: Fed Needs to Act to Prevent Normalization Turning into a Downturn

Shift to Fed easing cycle helps brighten the economic outlook, but risks remain.


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.


February 22, 2024

Macroeconomic Update: Fed Shifting to Easing Mode as Inflation and Labor Market Cool

Shift to Fed easing cycle helps brighten the economic outlook, but risks remain.


January 11, 2024

11 Macroeconomic Themes for 2024

11 trends that will shape credit markets in 2024.







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