On the threshold of recession

Sad to say, we think the likelihood of a recession starting in 2023..

Macro Strategies

Our survey[i] on corporate health in the third quarter painted a picture of an economy in..

Macro Strategies

Midterm elections are next week on November 8 and turnout is expected to be high. It is also the..

Macro Strategies, Election

The Bank of England (BoE) has intervened to stabilize specific parts of the gilt market in recent..

Macro Strategies, Fixed Income, Central Banks

The rate and currency shocks in the United Kingdom this week have caused some market participants..

Macro Strategies, Sovereign Research, Central Banks

Global growth has been losing momentum and is expected to continue slowing toward or below trend...

Macro Strategies, Sovereign Research, Market Outlook, Infographic