For the first time in decades, we’re seeing a massive change in mindset among many Western central banks. Kristina Hooper discusses what’s prompted the shift, and what might this mean for investors?Comments Off on Is this the end of an era for central banks?
Consensus is building that a U.S. recession may be ahead. What could that mean for investors, particularly given the drawdowns we’ve already seen? Brian Levitt looks at how U.S. stocks performed during the past nine recessions.Comments Off on What do recessions mean for stocks?
Kristina Hooper takes a closer look at the U.S. Federal Reserve’s more aggressive tightening path as well as a new tool announced by the European Central bank to combat market fragmentation.Comments Off on The U.S. Federal Reserve charts an aggressive approach in search of a ‘soft landing’
After May’s record U.S. inflation number was announced, markets expect more aggressive tightening from the Fed. And that had an impact on stocks around the world. Is there any positive news for investors?Comments Off on Markets conclude the U.S. Federal Reserve needs ‘a bigger boat’
As U.S. inflation reaches a 40-year high, Global Market Strategist Brian Levitt shares what this could mean for the current business cycle, equities, fixed income, and the outlook for the rest of 2022.Comments Off on U.S. inflation reaches 40-year high, putting further pressure on the Fed to tighten policy