James Shinn • February 05, 2015
Traders see Chinese GDP dipping below 7 percent, U.S. rates staying lower for longer and risks growing in Europe and Japan.
James Shinn • February 04, 2015
India and Indonesia are up, Ukraine and Venezuela are down, and Russia poses the greatest risk to political — and market — stability.
Mike Hugman, George Magnus • February 04, 2015
The independence of central banks is being compromised as they increasingly straddle fiscal and monetary policy.
James Shinn • February 03, 2015
Oil prices are seen stabilizing around current levels, the outlook for rates is lower for longer, and geopolitical risks are regarded as low — except for the ones we can’t predict.
The Editors • February 01, 2015
With oil driving inflation rates down, in many cases below zero, interest rates look likely to stay lower for longer.
Kaitlin Ugolik • January 29, 2015
Big producers, buyout firms and investors with an appetite for risk are sniffing out distressed opportunities in the oil patch.
Shehriyar Antia • January 29, 2015
The pace and likely end point of Fed tightening are more important than the start date in determining the yield curve — and the long-term rate outlook.
Henry H. McVey • January 29, 2015
KKR’s global macro and asset allocation chief Henry McVey offers his thoughts on how best to put your portfolio to work in 2015.
Institutional Investor • January 28, 2015
Kash Rangan, Tien-Tsing Huang and several other All-America Research Team analysts share advice on what it takes to be a successful analyst.
Tom Buerkle • January 28, 2015
Narendra Modi is shaking up India with his pro-growth government, but it will take time to fulfill the sky-high expectations he’s raised.
David Turner • January 26, 2015
Although falling oil prices have pushed down consumer prices, the region’s stock markets could benefit from higher disposable income.
Nick Rockel • January 25, 2015
For employers, the potential benefits of paying workers more include greater productivity and higher profits.
Tom Buerkle • January 23, 2015
Chinese Premier Li Keqiang delivered a confident address at the World Economic Forum, where Russian President Vladimir Putin was a no-show.
Craig Mellow • January 22, 2015
Countries such as Turkey and the Philippines will suffer less than Russia and Venezuela from the oil price crash, analysts predict.
Institutional Investor • January 20, 2015
Being wrong is inevitable, says J.P. Morgan's Tien-Tsing Huang. Our All-America Research Team analysts talk about some of the worst calls they've made and what they learned from them.
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