China’s recovery from the lows of February has been quicker than I anticipated...

Macro Strategies, Sovereign Research, Emerging Markets

While we expect global growth to slow in the fourth quarter as many countries try to contain..

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

Almost nothing has felt certain in 2020. The presidential and congressional election results are..

Macro Strategies, Election, COVID-19

US politics seem more polarized than ever. President Donald Trump and former Vice President Joe..

Macro Strategies, Election

We’ve gone without a lot of things in 2020. Surprises aren’t one of them. After ten months of..

Macro Strategies, Election

Absentee voting by mail is not new. What’s new is the global pandemic. There was a trend toward..

Macro Strategies, Election