Sep 28, 2022 | Janet Engels & Tylar Lunke
Listen here (approximately 11-minute duration).
For more on the current volatility and the implications of the Fed’s moves, please see this market update and the recent Global Insight Weekly.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
Domestic and geopolitical headwinds are testing China’s recovery momentum. We assess key issues and implications for equity investors.
Many long-term investors look to Fed speeches for insight. We explain why they’re not good guides and investors should look to planning—not parsing—when building portfolios.
Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.
The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.