With limited evidence of excess in the global financial system and mostly low interest rates around..

Macro Strategies, Market Outlook

Current estimates show a significant gap between the rate expectations of Wall Street economists..

Macro Strategies, Video

After a dip in global real economic growth last year, when a collapse in oil prices crushed the..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

One of the highlights of the second quarter for me was making upward revisions to forward earnings..

Macro Strategies, Video

A synchronized pickup in global economic activity has lifted the spirits of businesses, consumers..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

Over the last 30 years, the correlation between crude oil prices and the US equity market has been..

Macro Strategies, Equity Research, Commodities