As AI's usage becomes increasingly widespread around the globe, energy consumption is soaring, along with a demand for additional power.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin assessed the state of the economy, including the health of the services and manufacturing sectors, and the likelihood of a big rate cut at the upcoming Federal Reserve meeting.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and ESG and Active Ownership Analyst Zoe Warganz discussed key takeaways from recent central bank meetings. They also provided an update on how U.S. small cap companies are performing during second-quarter earnings season.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter discussed the latest U.S. inflation data and how it could impact Fed policy. They also assessed when the BofE could begin lowering borrowing costs and concluded with an update on economic growth in China.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Sophie Antal-Gilbert, Head of AIS Portfolio & Business Consulting, discussed the U.S. first-quarter gross domestic product reading. They also reviewed the latest U.S. inflation data and provided an update on U.S. first-quarter earnings season.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter unpacked the latest U.S. inflation numbers. They also discussed recent rate decisions by the European Central Bank (ECB) and the Bank of Canada (BoC) as well as the economic and market outlook for China.
When the regional banking woes unfolded in March 2023, we argued that the challenges were not likely to be systemic. We continue to think that the challenges facing regional banks are likely contained, though near-term market volatility is always possible.
While elections can be newsworthy, we think that investors shouldn’t be too concerned about the impact on financial markets. Staying disciplined will help investors in the long run.
Macroeconomic uncertainty remains elevated. We believe a recession in 2024 is more likely than not. Non-profit hospital systems have faced significant operational pressures, and may continue to experience challenges in the near-term.
The Federal Reserve (the Fed) has made some relatively painless progress thus far in its inflation fight. Some other prominent economists have walked back their forecast for a near-term recession.
The Fed continued to signal a "meeting-by-meeting" data-dependent approach to monetary policy. While the June Summary of Economic Projections suggested that there might be one more hike after today's, we think it's also possible that today's hike may be the last one.
Aggressive monetary policy tightening in developed markets led to a drawdown in house prices in 2022, but not a meltdown.
At its June meeting, the Fed opted to forgo an increase in its key lending rate for the first time since March 2022 but projected that more rate hikes may be possible by year-end. Our investment strategy analyst shares his thoughts on when the central bank’s rate-hiking journey could finally end.
The U.S. economy is likely slowing down, and a recession seems likely in the 12-18 month time horizon.
