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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 63: Post-Inauguration/Post-FOMC Analysis—Into the Known Unknown

Matt Bush and Evan Serdensky discuss evolving economic and investing conditions, as well as recent A.I.-related volatility.


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.


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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