There are 14 item(s) tagged with the keyword "Macroeconomics".
Displaying: 11 - 14 of 14
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)
Central bank policy is a focus for markets this year as the narrative has shifted towards tightening. Our fixed income teams consider the conundrums facing investors and where, outside of policy, there are opportunities and risks in the bond markets.
With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise.
In 2020, the impact of the pandemic on the US labour market was unprecedented, with the unemployment rate in the country hitting 14.8% at its peak and the number of unemployed soaring, from some 7 million to over 23 million. In this brief note we take a close look at the US labour market today and discuss why it is important for investors to watch in the coming months.
Displaying: 11 - 14 of 14