Federal Reserve hikes policy rate 50 basis points, while remaining flexible in fighting inflation.

The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.

While Beijing has set an ambitious growth target this year with a generous fiscal stimulus plan, new COVID-19 waves are adding to mounting headwinds amid a slowing global economy.

As the West cuts Russian energy supplies, U.S. shale oil and natural gas producers may regain global dominance.

Parsing the yield curve can lead to a variety of conclusions about whether a downturn is coming, while underscoring the importance of flexibility.

Supply chains set to become less dependent on China over time.

Significant uncertainty clouds the outlook as the global economy confronts a shock that is negative for growth and will likely spur further inflation. Recession risks have increased.

The U.S. Federal Reserve raised the policy rate at the March meeting and signaled more hikes to come given the risks from high inflation.

Commodities appear attractive amid elevated inflation, lingering supply-demand imbalances and high roll yields

U.S. inflation outpaced consensus estimates for January, likely complicating the policy path for the central bank.

At the January 2022 meeting, the U.S. Federal Reserve signaled an accelerated timetable to normalize policy, but it will be a long process amid an uncertain environment.

The strong inflation report combined with employment data will likely prompt the U.S. Federal Reserve to begin hiking its policy rate in March.

U.S. yields surged to begin 2022 as financial markets gird for central banks to begin tightening monetary policy.

Liquidity tiering may provide an attractive alternative as SEC proposals curtail capabilities of money market funds

A long-term focus and a rigorous approach to portfolio construction may help investors navigate uncertainty as the mid-cycle expansion advances.

The Federal Reserve pulls forward rate hike expectations and doubles the pace of tapering in an effort to provide more flexibility to react in 2022.

The risks of continued elevated inflation likely have the U.S. Federal Reserve considering material changes to its policy path.

Uncertainties that caused U.S. Treasuries to rally and yield curves to undulate in November may persist and could contribute to volatility into year-end.