The Federal Reserve is poised to cut interest rates at its July meeting. But how much will it cut?

June inflation may have been boosted by the recent increase in import tariffs, while inflationary pressures from rising wages and tight labor markets remain notably subdued.

Perhaps it’s time to ask whether the 2% inflation target has outlived its usefulness.

The tone of the FOMC statement and press conference was a notable shift from the May meeting, given uncertainty around the economic outlook.

With more bonds trading at negative yields globally, benchmark-agnostic strategies look compelling.

Demand concerns, trade tensions, and strong implied U.S. production are driving an oil sell-off, much like in fourth-quarter 2018, but the complicated backdrop may create investment opportunities.

We don’t expect a Fed rate cut in June, but if downside risks to the economy escalate, a 50 basis point cut in July is possible, in our view.

New U.S. tariffs on Mexico would add to the direct economic costs of the string of tariff hikes enacted during this administration.

In emerging market equities, we see reasons to focus on value stocks and areas with attractive valuations.

In our latest Secular Outlook, we discuss our baseline long-term view for the global economy and share ideas for how investors can deal with disruptions. Here are the key takeaways.

With the U.S. and China raising tariffs on each other’s goods, we may be entering a prolonged period of trade tension.