January 19, 2023 Will This Time be Different? Congress Prepares to Dance with the Debt Ceiling by Eric Winograd The debate around the US debt ceiling is back again. Our base case is that Congress eventually will increase the debt ceiling, as it always has. But the process will be unusually messy this year. Economics, Fixed Income Likes 0 SHARE Bookmarks
January 16, 2023 China’s Growth and Policy Priorities Pave New Paths to Equities by John Lin As China rapidly reopens its economy, attractive opportunities will surface—particularly for investors who understand the country’s policy nuances. China, Coronavirus, Economics, Emerging Markets, Equities, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 13, 2023 2023: A Year of Transition for the Global Economy by Eric Winograd This year will likely see a shift from extremely high inflation to worries about slumping growth. Conditions should be better than 2022, but the road will be bumpy. Economics, Fixed Income, Inflation, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
January 03, 2023 Fixed-Income Outlook 2023: Finding Equilibrium by Scott DiMaggio, Gershon Distenfeld Our Fixed-Income Co-Heads survey the market landscape for 2023—and provide strategies for making the most of it. Economics, Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
November 25, 2022 What’s Behind the Drop in Treasury Market Liquidity? by Matthew Scott, AJ Rivers US Treasuries are experiencing a drop in liquidity. What will it take to stabilize this critical market? Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
November 07, 2022 The Fed’s Policy-Tightening Cycle: Enter, Phase Two by Eric Winograd The Fed has indicated smaller rate hikes moving forward, but with inflation raging, investors should be prepared for an extended period of restrictive monetary policy. Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 28, 2022 4Q:2022 Capital Markets Outlook Video by Walt Czaicki The central market themes for the year continue to be: inflation, central bank tightening, and expectations of lower economic growth. After a volatile period, where are markets headed from here? AB’s Senior Investment Strategist, Walt Czaicki, reminds investors that investing is a marathon, not a sprint. Asset Allocation, Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 19, 2022 Can China Revive Economic Growth Post-Congress? by Caglasu Altunkopru China’s 20th National Congress could help air ideas for more growth-supportive policies. China, Economics, Emerging Markets, Multi-Asset, Policy & Regulation Likes 0 SHARE Bookmarks
October 03, 2022 What to Expect from China’s 20th Party Congress by Zhennan Li The Chinese Communist Party will hold its 20th Party Congress beginning October 16. What change in policies we expect, and what are the macro implications? China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
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