Commentary from our experts on global markets — from today's geopolitical crisis to inflation and volatility.
Macroeconomics
The Fed easing cycle will help to boost mortgage refinancing activity in coming months, which could help extend the US economy’s soft landing runway.
Caution on risk assets is warranted amid slowing growth and a volatile geopolitical landscape. Expectations for rate cuts buoy upside potential for fixed income returns. Our 2024 Midyear Global Market Outlook is now live.
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