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Analysis (10)

What will policy normalisation look like for global central banks?

Nov 19, 2021 |Frédérique Carrier

The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.

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Why is the U.S. equity market largely unfazed by high inflation?

Nov 12, 2021 |Kelly Bogdanova

Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.

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How will Fed tapering affect market dynamics?

Nov 05, 2021 |Thomas Garretson, CFA

The long-anticipated taper announcement came. But there are a lot of moving parts to the Fed’s outlook and we address three burning questions.

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Putting a price on carbon emissions

Nov 02, 2021 |Frédérique Carrier

More countries are making the pricing of carbon emissions mandatory, via cap-and-trade rules or a tax. How should investors view this new expense?

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What will be the effect of fiscal policy on consumers?

Oct 29, 2021 |Atul Bhatia, CFA

We examine the infrastructure and social legislation proposed by Congress, and look at what it could mean for U.S. growth and inflation.

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Could inflation force the Fed to raise interest rates sooner?

Oct 22, 2021 |Thomas Garretson, CFA

Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?

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Global insight weekly

How are supply chain issues impacting equity markets?

Oct 15, 2021 |Kelly Bogdanova

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

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Are energy prices more important than the U.S. debt ceiling?

Oct 08, 2021 |Thomas Garretson, CFA

While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.

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How are Smart Cities meeting the challenges of urbanization in the 21st century?

Oct 04, 2021 |Frédérique Carrier

As environmental pressures and infrastructure needs mount, high-tech solutions can enable urban sustainability and foster growth.

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Put the U.S. stock market pullback in perspective

Oct 01, 2021 |Kelly Bogdanova

It’s not a surprise the market has cooled. While there may be more volatility due to many headwinds, we think the bull market can ultimately regroup.

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