OUR FIRM OUR SERVICES OUR PERSPECTIVES CLIENT LOGIN GLOBAL CIO OUTLOOK MACROECONOMIC RESEARCH PORTFOLIO STRATEGY SECTOR VIEWS VIDEO & PODCASTS Macroeconomic and Investment Research Our Macroeconomic and Investment Research Team analyzes a wide range of economic data and market behavior to synthesize the implications for investors and the potential direction of policy and markets. Play Video Midyear 2021 Outlook SBrian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook. November 01, 2021 Yield Curve Flattening Carries a Warning About Looming Rate Hike Cycle The long end of the yield curve has inverted for the first time since 2009. September 15, 2021 Weak Data and Fiscal Uncertainty Will Delay Fed Tapering Bond yields could fall further as rising fiscal risks get priced in. August 18, 2021 Delta Impact on Consumer Behavior Will Delay Tapering Announcement The resurgent virus should keep a lid on Treasury Yields. August 11, 2021 Latest CPI Validates the Transitory Nature of Inflation Spikes Falling demand will help limit the extent of more price increases. July 14, 2021 Still No Reason to Panic About Inflation Taking a look at the upside surprise in June’s CPI. June 10, 2021 The Fed's Strategic Play: Closing the Chapter on Its Credit Facilities Examining the Fed’s announcement to sell its SMCCF holdings. June 04, 2021 Unpacking the May Jobs Report: Further Progress, but Far from Substantial A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course. May 19, 2021 Inflation Is Spiking, But You Only Reopen the Economy Once The spike in core CPI is a one-time adjustment as the economy reopens. May 03, 2021 The Coming Disinflation Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year. April 05, 2021 Don’t Mistake Rapid Jobs Gains for a Strong Labor Market Despite a strong March 2021 jobs report, full employment remains far away. 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