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Our Vision for the Future
For the Global Economy, It’s Next Stop…Policy Normalization

For the Global Economy, It’s Next Stop…Policy Normalization

by Eric Winograd
Major central banks seem ready to head back toward normal policy settings, given the economic rebound from the pandemic and an accompanying inflation surge. Global financial markets may be choppier as a result, but monetary policy will remain accommodative for some time—and the underlying growth outlook is strong.

Economic Outlook, Economics, Fixed Income, Inflation, Rising Rates, Volatility


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How to Take Control of Your Bond Portfolio’s Interest-Rate Risk
US Economic Outlook: Inflation, Growth and the Fed

US Economic Outlook: Inflation, Growth and the Fed

by Eric Winograd
Headline inflation is at a decade-high rate of increase, and core inflation of 4.0% is higher than it’s been in over 25 years. But the economy is well on the road to recovery, and GDP growth is back to where it was pre-crisis. While we expect the Fed to taper in November, we think investor focus should be more on when the Fed ends quantitative easing rather than when they start tapering.

Economic Outlook, Economics, Fixed Income, Inflation, Rising Rates


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Connecting the Dots on China’s Growth Outlook
Fixed-Income Outlook: Zen and the Art of Bond Investing
Don’t Fear a Taper Tango: Banks Know the Fed’s Steps
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