The key data points we are paying close attention in the final quarter of 2024. By David Baker, Senior Director, Investment Strategy and Communications.
Whether U.S. stocks finish 2024 at new record highs depends on certain key risks unwinding in October and November.
With lower interest rates priced in, what else is driving the markets? By David Baker, Senior Director, Investment Strategy and Communications.
In the past two months, U.S. bonds have outperformed stocks. We discuss why and the implications.
Why we continue to recommend topping up bond exposures as the U.S. economy slows down. By David Baker, Senior Director, Investment Strategy and Communications.
The assets that appear most attractive to us on a risk-adjusted basis are those that help diversify the equity component of portfolios.
The economic indicator that is just as important as inflation going into the 2nd half of 2024. By David Baker, Senior Director, Investment Strategy and Communications.
U.S. consumer spending is being driven by the top 10% of earners, as lower-income households fall behind on credit card and auto payments.
Why the stickier phase of inflation is not likely to subside in the second half of 2024. By David Baker, Senior Director, Investment Strategy and Communications.
