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        The Markets

        Commentary from our experts on global markets — from today's geopolitical crisis to inflation and volatility.

        Macroeconomics

        An Unusual Mortgage Refinancing Cycle Ahead

        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.

        October 17, 2024

        2024 Midyear Global Market Outlook

        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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