By Marc P. Seidner | Jun 06, 2018 Charting Unusual Late-Cycle Fiscal Stimulus in the U.S. How can investors navigate volatility arising from late-cycle fiscal stimulus?
By Abhijeet Neogy | May 01, 2018 Charting Opportunity in Emerging Asia: Robust Debt Issuance Meets Strong Local Demand Emerging Asia provides fixed income investors with a rapidly expanding and increasingly diversified opportunity set.
By Libby Cantrill | Feb 16, 2018 Charting Tax Reform's Impact on Corporate Bonds U.S. Tax reform is likely to be a net positive for corporate bonds, but active credit selection remains key.
By Joachim Fels | Nov 27, 2017 Charting the Recent History of U.S. Economic Expansions Expansions don’t die of old age – something kills them. What could bring about the end of the current one?
By Nicholas J. Johnson | Nov 27, 2017 Charting Opportunity in ‘Backwardated’ Oil Markets What does backwardation in the oil futures curve mean for commodity investors?
By Andrew Bosomworth | Nov 17, 2017 Charting the Evolution and End of ECB Quantitative Easing The ECB’s exit from QE will continue to be a major factor influencing markets, particularly if it happens faster than anticipated.
By Tony Crescenzi | Sep 08, 2017 Charting Global GDP Growth: Is Record-Low Volatility Concealing Risks? A stable but insecure global economy leaves no room for complacency.
By Daniel H. Hyman | Jul 11, 2017 Charting U.S. Housing Debt: Credit Quality Is on the Rise Improving credit quality for U.S. housing debt could make mortgage-backed assets an attractive option.
By Joachim Fels | Jun 27, 2017 Charting the Odds of a U.S. Recession: Will Investors Be Ready? The U.S. will likely face recession in the next five years. How should investors prepare?
By Andrew Pyne | Feb 28, 2017 Charting the Shift in Equity Market Leadership: From Growth to Value After a decade of outperformance, growth stocks were outpaced by value stocks last year. Andrew Pyne explains why we expect value will continue to lead equity markets for some time to come.
By Richard Clarida | Dec 06, 2016 Charting the Fed’s Record on Inflation: A Big Gap Ever since the Fed announced an explicit 2% inflation target, actual inflation has fallen short. This chart shows the widening gap.
By Libby Cantrill | Nov 14, 2016 Charting How Markets Have Performed After Presidential Elections U.S. stock and bond markets have usually risen after presidential elections, as shown in the chart, which tracks returns after the previous nine bids for the White House.
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Abhijeet Neogy Andrew Bosomworth Andrew Pyne Daniel H. Hyman Joachim Fels Libby Cantrill Marc P. Seidner Mike Amey Nicholas J. Johnson Richard Clarida Tony Crescenzi
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