Moody’s downgrade of US Treasury debt from AAA to AA1 had been well foreshadowed, but the timing..

Macro Strategies, Sovereign Research

A global economic expansion appears to continue, but there is weakness beneath the worldwide..

Macro Strategies, Sovereign Research, Market Outlook

The US economy has continued to grow at an exceptional level. The wealth effect on consumer..

Macro Strategies, Sovereign Research, Market Outlook

China's domestic economic landscape has significantly changed since the initial US-China trade war..

Macro Strategies, Sovereign Research, Emerging Markets, Trade

We are in the home stretch of what has been a record year for global elections, with roughly half..

Macro Strategies, Sovereign Research, Geopolitics

At this point in the third quarter of 2024, the global economy continues to expand; however, the..

Macro Strategies, Sovereign Research, Market Outlook