September 21, 2022 US Housing Outlook: Rates and Supply in Tug of War by Michael S. Canter, Monika Carlson With interest rates on the rise, the US housing market is finally cooling. So why are prices still so high? Economics, Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
September 16, 2022 Europe’s Policymakers Grapple with Soaring Natural Gas Prices by Eric Winograd Europe faces a difficult policy challenge in battling inflation while trying to relieve households and businesses from the pain of costly natural gas. Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
September 06, 2022 China Housing: Why This Time Will Be Different by Zhennan Li Beijing is trying to manage China’s housing challenges. Here’s why it’s harder this time. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 29, 2022 What’s Next for the Bank of Japan? by Yusuke Hashimoto, Brad Gibson To change or not to change its policy stance? The Bank of Japan’s decision has implications for the world’s third largest bond market. Economics, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 17, 2022 3Q:2022 Capital Markets Outlook Video by Richard Brink Entering 3Q, a higher headline inflation print pushed an already aggressive US Federal Reserve into overdrive. Markets have responded in kind- fears of a recession have grown, adding pressure to equity valuations and pushing yields higher. AB Chief Market Strategist, Rick Brink, identifies some of those select equity and fixed income opportunities. Asset Allocation, Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks
August 17, 2022 Latin America: Improving Fundamentals, but Policy Uncertainty by Armando Armenta, Katrina Butt Fundamentals in Latin America’s economies have been strengthening, though uncertainty surrounds the future path of government policies. Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
July 25, 2022 As Central Banks Tackle Inflation, How Should Multi-Asset Investors Adapt? by Caglasu Altunkopru Higher-for-longer inflation is challenging consumers, investors and central bankers, but improving supply and demand imbalances may offer relief. Economics, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
June 30, 2022 Economic Outlook: The Inflation Battle Goes Global by Eric Winograd, Adriaan du Toit The global growth outlook has declined as central banks tackle inflation. What signs would point to an eventual rebound for the economy and markets? China, Economics, Emerging Markets, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 27, 2022 China’s Coming Fiscal Stimulus: A Time to Grow by Zhennan Li China’s economy has slowed in the first part of 2022, but we expect Chinese authorities to take significant—and effective—steps to support growth. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 27, 2022 Lo stimolo fiscale in Cina: è tempo di crescere by Zhennan Li Ci aspettiamo che le autorità cinesi adottino provvedimenti efficaci per sostenere la crescita nel secondo semestre. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 16, 2022 The Fed Makes Inflation Fighting Priority Number One by Eric Winograd The Fed’s aggressive moves to tackle inflation will likely work over time. The cost will be lower economic growth and volatile markets, as investors digest the changing policy stance. Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 01, 2022 Ending Negative Rates Brings New Opportunities in Euro Fixed Income Euro fixed-income markets may now be overestimating future euro-area growth and inflation, creating opportunities for active investors. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 19, 2022 Prospettive economiche cinesi: il COVID ostacola la crescita del PIL by Zhennan Li La recrudescenza del COVID in Cina minaccia le prospettive di crescita del paese. Ecco perché abbiamo rivisto le nostre previsioni. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks