Global Macro Views

In January, we highlighted signs of green shoots in economic data—learn how recent developments affect our outlook.

Economic fundamentals slowed in 2019 but equities soared—where do we go from here?

Will slowing industrial activity derail consumers? The answer hinges on the health of 3 key economic drivers.

Ominous headlines suggest growing risk on corporate balance sheets, but don’t forget about broader strength in the U.S. consumer.

Stable interest rates, low inflation and near-trend growth point to continued equity performance and moderately higher Treasury rates.