Consumers are traditionally the engine of the US economy, and I believe consumer confidence is an..

Macro Strategies, COVID-19

US-China relations are built on a fragile web of complex issues. Recently, we’ve seen headlines..

Macro Strategies, Sovereign Research, Emerging Markets

We believe the global economy appears to be working its way out of a deep recession. High-frequency..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19

In March, you were not overly concerned about the potential for a massive downgrade in BBB debt...

Fixed Income, COVID-19

The global pandemic has devastated global trade. It appears that some of the drop in trade is..

Macro Strategies, Trade, COVID-19

You’ve used a 5-point framework to talk about the virus. Where are we now?

We’re still in the..

Fixed Income, COVID-19