Weekly Global Outlook
Week of September 7–11 Persistent inflation, higher interest rates, and mixed signals for global growth. Inflation returned to the forefront of market attention. The Fed and ECB face greater pressure on interest rates, while Asia shows mixed signals and Latin America continues to see a gradual easing in price pressures. United States Annual inflation stood at 3.4% […]
Rates
Rates are normalizing and reshaping opportunities for investors. A New Environment for Stocks and Bonds U.S. Treasury yields have risen amid a resilient economy, persistent inflation, and higher government debt. Although higher rates often generate volatility, they have historically not prevented stocks from performing well when accompanied by economic growth. At the same time, yields […]
Climate
Europe shows how extreme weather can affect growth, inflation, and energy. The Economic Cost of More Extreme Weather. Extreme weather is becoming an increasingly relevant economic and financial factor. High temperatures, droughts, and wildfires across Europe show how extreme weather can quickly spill over into the economy. Lower productivity, agricultural disruptions, constraints on power generation, […]
Weekly Global Outlook
Week of August 24–28 Resilient growth, persistent inflation and central banks under pressure. Markets closed out a week of mixed signals. Economic activity remained resilient across several economies, while inflation and interest rates continue to shape central bank decisions. United States Nvidia stood out on strong AI demand, while GDP grew at […]
