Insights

As the Fed slows rate hikes, the ECB is staying the course.

The global economic picture is setting up to look a lot like last year's.

It starts with China. Other forces also are at work.

A revived Chinese economy faces global opportunities and challenges.

Europe may have dodged a recession, but a sobering picture could appear in 2024.

Signs suggest Europe’s economy might avoid a serious downturn.

Three things to watch in 2023.

Three things to watch in 2023.

Pessimistic markets are pricing in low recovery conditions.

China may prioritize security in the global economy.

Emerging markets stayed strong during rate hikes.

A weakening dollar and other trends bode well for EM debt.

Energy sector stays hot.

Yes, but recent actions have raised the risk.

Allow time before setting sail with international opportunities.

Investors may feel winter chill in Europe.

Commodity based economies positioned to succeed.

Global investment decisions often start at the top.

Consumers will play a large role in determining the depth of the global recession.

Our international team sees opportunity in China, Asia.

War-driven food crisis could spawn destabilizing uprisings all over.

U.S. and other swing producers will have to step up energy production.