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Topic Active Management Asia Asset Allocation Australia Cash Central Bank China Commodities Core Fixed Income Credit Currency Economics Emerging Markets Equities ESG Europe Fixed Income Global Housing/Mortgages Inflation Liquidity Market Volatility Municipals Public Policy Rates Real Asset Risk Management Short Term UK United States
Trying to Make Apple Juice From Oranges: The Problem With Comparing Market Pricing and Fed Projections Trying to Make Apple Juice From Oranges: The Problem With Comparing Market Pricing and Fed Projections As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution of outcomes.
Dollar Strength: Sum of All Fears Dollar Strength: Sum of All Fears The dollar is set to weaken as fears over last year’s shocks abate.
European Outlook: Less Downside Now, But Caution Still Warranted European Outlook: Less Downside Now, But Caution Still Warranted Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.
Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.
ECB Hikes, and Indicates Higher Rates Coming ECB Hikes, and Indicates Higher Rates Coming The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain.
U.S. Inflation Eased More Than Expected in November as Fed Eyes Pause in Rate-Hike Cycle Next Year U.S. Inflation Eased More Than Expected in November as Fed Eyes Pause in Rate-Hike Cycle Next Year Falling prices for cars and holiday discounting contributed to softer U.S. inflation, creating more room for the Fed to potentially dial back its hawkish stance.