So far, April has indeed been the cruelest month in a long time for global markets. Yesterday, as the Trump administration prepared to levy even highe...
— The U.S. raised its import tariffs dramatically for countries worldwide, and China responded with its own tariffs; markets sank on fears of es...
Why such high tariffs and why now? Perspective and insights from David Baker, Senior Director, Investment Strategy and Communications.
With markets reeling from U.S. tariff policy not seen since the early 20th century, we gauge the implications for the economy and global trade.
— The Federal Reserve’s preferred gauge of inflation rose more than expected, up 0.4% in Feb. to an annualized rate of 2.8% vs. target of 2%...
“Higher for longer” has been our thesis for U.S. interest rates since the start of 2022. U.S. inflation spurred by years of low interest rates, ne...
— Earnings from S&P 500 companies are expected to rise 7% for 1st quarter 2025 (down from estimated 11% growth at the start of the year), wi...
— The Federal Reserve is expected to hold its key interest rate steady at March 18-19 meeting; currently market expectations are for potentially...
As a former long-only equity portfolio manager, I feel like I am in a position to say the following without insulting anyone: Credit investors are sma...
