Market outlook
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What does the Middle East conflict mean for your savings?
Concerned about the Middle East crisis? Learn how it’s affecting markets, your retirement savings, and smart steps to stay focused on long-term goals.
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Middle East conflict and market risk
The beginning of U.S. and Israeli military operations against Iran prompted swift retaliatory action. While North American equities have so far been relatively unaffected, there have been pronounced and intuitive reactions in other segments of the market.
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AI and the global economy: into the great wide open
How might artificial intelligence (AI) transform the global economy in the months, years, and decades to come? Three members of our global macro strategy team address that very question in terms of both the exciting opportunities and the potential risks.
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2026 Global Macroeconomic Outlook: clearer picture, better growth
After an action-packed 2025 for investors, 2026 promises to be just as eventful. Our macro strategy team, led by Global Chief Economist Alex Grassino, shares its latest forward-looking views on global economies and markets.
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Europe's macro revival and what it means for investors
Europe is having a "moment," with its macroeconomic picture brightening in recent months, but will it last - and what does it mean for investors? Senior Global Macro Analyst Erica Camilleri, CFA, tackles these questions in her latest viewpoint.
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Midyear 2025 global macro outlook: what’s changed and what hasn’t
What a difference six months can make. More forceful-than-expected government policy decisions have overtaken some of our early 2025 views, but others have only been validated and reinforced.
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Why global government bond yields have risen
Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore what’s driving yields higher and consider the implications for fixed-income investors.
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Macro meets markets: 5 investable themes to watch
In an increasingly uncertain macroeconomic landscape, our global macro team explores five of their latest high-conviction themes and some potential implications for multi-asset investors.
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Riding the wave: building resilience amid volatility
The threat of escalating tariffs is fast becoming a reality, sparking wild swings in the financial markets. How should investors approach the markets? Read more.
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Q1 2025 review: analyzing the impact of tariffs and geopolitical dynamics
Tariffs and rising trade tensions injected much uncertainty in the first three months of 2025. Our capital markets strategists examine what this could mean for investors in the months ahead.
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