Beyond Bulls & Bears

Global Economic Perspective: July

Global Economic Perspective: July

Given the quickening pace of [US] growth, combined with continued improvements in employment, the expectation that inflation will stay at its current levels may turn out to be unjustified.

Fixed Income Outlook: Moving From Zero

Fixed Income Outlook: Moving From Zero

Our view is that if you think about fairly strong US economic growth in the neighborhood of 3%, combined with a gradual continued improvement in the employment figures, the expectation for inflation to stay at current levels may be somewhat optimistic, at least given historical context.

Global Economic Perspective: June

Global Economic Perspective: June

With 10-year US Treasury yields dropping below 2.5% at one point during early June in spite of improving forward economic indicators, the US bond market has continued to send out confusing signals, in our view.

Global Economic Perspective: May

Global Economic Perspective: May

Global Economic Perspective – April

Global Economic Perspective – April