May 10, 2022 China’s Economic Outlook: COVID Impedes GDP Growth by Zhennan Li China’s COVID resurgence threatens the country’s growth prospects. We make the case for our revised growth outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
May 10, 2022 Central Banks Face the Growth-Inflation Dilemma by Eric Winograd Major central banks face the challenge of high inflation and slowing growth—most pronounced in the UK. We expect volatile policymaking as officials try and split the difference. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 10, 2022 2Q:2022 Capital Markets Outlook Video by Walt Czaicki Investors today are finding their footing as markets react to geopolitical tensions, inflation and central bank policy shifts. In times of volatility, it’s important to be selective. AB Senior Investment Strategist, Walt Czaicki, identifies some of those select equity and fixed income opportunities. Asset Allocation, Economics, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 13, 2022 Near-Term Renminbi Outlook: Steady as She Goes by Zhennan Li, Brad Gibson To understand the RMB’s near-term outlook, investors need to unpick the nuanced dynamics behind its rise. China, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
April 04, 2022 Fixed-Income Outlook: Bond Investing in a Fractured World by Vivek Bommi, John Taylor AB thought leaders unpack the latest global events and share what it all means for bond investors. Economics, Fixed Income, Income, Inflation, Invasion of Ukraine, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
March 31, 2022 What If the US Yield Curve Inverts? by Janaki Rao The US Treasury curve is reaching the point of inversion. What does that tell us? Economics, Fixed Income, Income, Inflation, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 30, 2022 Can the World Live Without Russian Oil? by Jeremy Taylor, Luke Pryor Expanding and enforcing an oil embargo will have wide-ranging consequences—on all sides. Economics, Equities, Invasion of Ukraine Likes 0 SHARE Bookmarks
March 17, 2022 Fed Ready to Tighten the Screws on Inflation by Eric Winograd With inflation more intense and entrenched, the Federal Reserve has made it clear that it intends to respond with tighter monetary policy, which the US economy should be able to withstand. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
March 16, 2022 ECB’s Surprise Taper Decision Comes with Economic Risk by Eric Winograd The European Central Bank’s surprise decision to accelerate its tapering plan is intended to strike a middle ground. In our view, it also increases the downside risk for the euro-area economy. Economics, Fixed Income, Inflation, Invasion of Ukraine, Rising Rates Likes 0 SHARE Bookmarks
March 16, 2022 China Faces Challenges on Three Fronts by Brad Gibson, Jenny Zeng, Ian Chen, Hua Cheng, Zhennan Li Investors fret as China contends with Russia, negative headlines around its property sector, and a spike in COVID-19 infections. China, Coronavirus, Economics, Emerging Markets, Fixed Income, Income, Invasion of Ukraine, Volatility Likes 0 SHARE Bookmarks
February 25, 2022 1Q:2022 Capital Markets Outlook Video by Richard Brink The central narrative in 2022 will be how markets react to the Fed and other major central banks transitioning away from an extraordinary 18-month period of stimulus. AB Market Strategist, Rick Brink, explores ways for return and income-seekers to navigate the current environment. Asset Allocation, Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks
February 04, 2022 Bank of England Races to Catch up to Inflation by Eric Winograd The Bank of England is behind the inflation curve. With its recent actions, it’s trying to avoid the need to take more drastic measures later. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
January 27, 2022 The Fed Gets More Hawkish on Monetary Policy by Eric Winograd The Fed didn’t do anything unexpected at its January policy meeting, but its hawkish rhetoric signaled that monetary policy will look very different over the next few months. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks