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Publications
233The Outlook for Data Centers in Asia
Jun 10, 2026
Why the Fed Is Unlikely to Cut Rates This Year
Jun 09, 2026
Are European Stocks Poised to Outperform the S&P?
Jun 05, 2026
How Hedge Funds Are Trading Semiconductor Stocks
May 22, 2026
Korea's Stock Market Is Forecast to Set Fresh Highs
May 21, 2026
Why UK Gilt Yields Are Climbing
May 19, 2026
Can the Asia Equity Rally Continue?
May 19, 2026
Will the Corporate Investment in AI Pay Off?
May 11, 2026
More Record Highs Ahead?
May 08, 2026
Jerome Dortmans on the Drivers of Oil Markets
May 08, 2026
Will AI Make Markets Less Efficient?
May 06, 2026
Riding the AI Wave: Megacap Tech and the Fed
May 01, 2026
US Stocks Are Forecast to Rise 6% in 2026
Apr 29, 2026
How Warsh Could Shape Fed Policy
Apr 28, 2026
Big Opportunities in Small Cap Equities
Apr 24, 2026
Prepare for More Volatility?
Apr 21, 2026
Big Tech Opportunity: Lee Coppersmith on US Equities
Apr 10, 2026
Are Technology Stocks Cheap Now?
Apr 10, 2026
How the Iran War Is Impacting Investment Portfolios
Mar 27, 2026
Why Are UK Gilt Yields So High?
Mar 27, 2026
Is a Further Equity Correction Ahead?
Mar 25, 2026
Emerging Markets: Stirred, But Not Yet Shaken
Mar 18, 2026
How will AI Affect the US Labor Market?
Mar 18, 2026
Europe Has an Edge in Developing Applications for AI
Mar 17, 2026
Goldman Sachs International's Co-CEOs on Europe's Opportunity, AI, and Market Volatility
Mar 16, 2026
Investors Are Seeking 'Extreme' Levels of Hedging
Mar 13, 2026
Untangling Signals of Market Stress
Mar 13, 2026
New Worries
Mar 06, 2026
How Will the Iran Conflict Impact Oil Prices?
Mar 03, 2026
Oil Market Impacts from Iran
Mar 02, 2026
Could Value Stocks Benefit from the AI Rout?
Feb 27, 2026
A New Way to Trade Emerging Markets
Feb 27, 2026
Forecasts for the World's Biggest Economies in 2026
Feb 27, 2026
European GDP Growth in 2026: Signs of Optimism
Feb 26, 2026
European Stocks Have a Promising Backdrop for 2026
Feb 26, 2026
Why Japanese Stocks Could Keep Rallying
Feb 24, 2026
Tech Comeback Ahead?
Feb 20, 2026
How Indonesia Drove a Rally in Nickel
Feb 18, 2026
Which Software Companies Will Benefit from AI?
Feb 18, 2026
"Still Bullish Gold"
Feb 13, 2026
Stock Market Shakeout
Feb 10, 2026
Finding Opportunities in Financials
Feb 06, 2026
Will Japanese Stocks Rally to Fresh Record Highs?
Feb 03, 2026
Long Gold and Long Stocks
Jan 30, 2026
Will US Stocks Outperform in 2026?
Jan 27, 2026
German Economic Outlook: 1.1% Growth in 2026
Jan 26, 2026
What to Expect From AI in 2026: Personal Agents, Mega Alliances, and the Gigawatt Ceiling
Jan 22, 2026
Global FX 2026 Outlook: Different Dollar Downside
Jan 21, 2026
Which Equity Markets Will Outperform?
Jan 16, 2026
Why Korean Stocks Could Keep Rising
Jan 13, 2026
The S&P 500 Is Expected to Rally 12% This Year
Jan 09, 2026
Emerging Markets Could Keep Surging
Jan 09, 2026
Global Stocks Are Projected to Return 15% in 2026
Jan 08, 2026
UK Outlook 2026-Catching Down
Jan 08, 2026
Markets Outlook 2026: Some Like It Hot
Dec 22, 2025
"We Like Bonds"
Dec 19, 2025
2025: 4 Themes In Charts
Dec 16, 2025
Are More Rate Cuts Coming?
Dec 12, 2025
Why the Dollar Could Drop
Dec 05, 2025
From Assets to Alpha: David Kostin on US Equities
Dec 04, 2025
Why Stocks Are Getting Wild
Nov 25, 2025
What's Driving the Surge in Deal-Making?
Nov 24, 2025
Consumer Concerns and Equity Opportunities
Nov 21, 2025
The Economic Opportunity of India's Women Workers
Jun 26, 2025
Europe has an opportunity to seize
Jun 25, 2025
Mid-Year Outlook: Diversify and Hedge
Jun 24, 2025
European opportunities
Jun 20, 2025
Is the dollar's decline overdone?
Jun 18, 2025
Is a US fiscal crisis ahead?
Jun 18, 2025
US fiscal worries: Is this time different?
Jun 17, 2025
Staying long US assets
Jun 13, 2025
A German economic revival?
Jun 10, 2025
"This is what people were hoping for"
Jun 06, 2025
How do higher interest rates affect US stocks?
Jun 05, 2025
Revenge of the Magnificent 7
Jun 05, 2025
Will legal challenges end the trade war?
Jun 03, 2025
Why emerging markets could keep rallying
May 30, 2025
The new markets for AI data
May 30, 2025
Fade the S&P 500 rally?
May 23, 2025
Time to focus on dividends?
May 21, 2025
Is Fed independence at risk?
May 20, 2025
Harvard's Raj Chetty on upward mobility in America
May 19, 2025
Fed independence: how concerning?
May 19, 2025
Why tech stocks could keep rallying
May 16, 2025
Equity risks and alts opportunities
May 13, 2025
"Long stocks, short bonds"
May 09, 2025
Should investors turn to European equities?
May 05, 2025
Time to buy bonds?
May 02, 2025
Private credit's outlook amid rising volatility
May 02, 2025
Stagflation and the Fed's next move
May 02, 2025
How insurers are navigating volatile markets
Apr 25, 2025
"The most attractive hedge"
Apr 25, 2025
Will tariffs lead to a recession?
Apr 23, 2025
Tariff-induced recession risk
Apr 21, 2025
Tariffs' surprising impact on the US dollar
Apr 16, 2025
The recession question
Apr 15, 2025
How tariffs will impact the US economy
Mar 11, 2025
Macro questions and market strength
Feb 18, 2025
Tariffs' impact on the US dollar
Feb 07, 2025
2024: 4 Themes in Charts
Dec 19, 2024
When will the German economy bounce back?
Dec 17, 2024
UK economic growth may lag expectations in 2025
Nov 27, 2024
Market concentration: How big a worry?
Nov 26, 2024
What Trump's policies could mean for the Fed
Nov 12, 2024
European Economics Analyst: Euro Area Fiscal Policy - Continued Consolidation and Debt Decoupling
Oct 17, 2024
Why oil and gold prices could keep rising
Oct 08, 2024
Planning: The missing link to retirement security
Oct 01, 2024
A New Kind of Recession - Rolling Recession
Oct 06, 2023
Unlocking Innovation with Small Caps
Aug 04, 2023
Enduring the Muni Credit Cycle
Jun 08, 2023
Artificial Intelligence: An Unprecedented Disruption
May 11, 2023
Spring Forward with Munis
May 11, 2023
De-Dollarization: Currency Contenders
May 09, 2023
Triple-Play Volatility
Apr 27, 2023
Labor and Inflation from Top to Bottom
Mar 22, 2023
Short-Term Pain for Long-Term Gain
Feb 15, 2023
Managing Risk with Managed Futures
Feb 08, 2023
Is The 60/40 Dead?
Jan 30, 2023
Growing Risks in Sovereign Credit
Dec 01, 2022
All In For Income
Nov 17, 2022
High Yield Municipals: A Long-Term Opportunity
Nov 08, 2022
Positive Rates in Euros, Conservatively
Nov 04, 2022
Staying Overweight MBS Through Macro Volatility
Oct 31, 2022
Europe's Energy Issues to Drive Risks Ahead
Oct 24, 2022
The Three Bears
Oct 20, 2022
Write Place Write Time
Oct 19, 2022
Piloting Your Portfolio Through Volatile Markets
Oct 12, 2022
Into The Metaverse
Aug 25, 2022
Cold War 2.0
Jul 28, 2022
Finding Market Bottom: The Cause Is The Cure
Jul 22, 2022
China: Time to Fly Solo?
Jul 18, 2022
Navigating Agency Mortgages Through QT
Jul 11, 2022
The Recession Question
Jul 05, 2022