Identifying fixed income opportunities in a shifting policy landscape
Learn how markets are responding to ongoing uncertainty in Q4 and where we see value.
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Actionable insights
Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Europe’s AI challenges and opportunities
U.S. equities regain leadership as AI fuels growth; Europe’s gains hinge on broader recovery.
By
Magdalena Ocampo
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Why a government shutdown is unlikely to alter the stock market’s course
Why shutdown fears may be overblown—markets have historically shrugged off the disruption.
By
Magdalena Ocampo
Rate cuts in focus: Diverging data and the politics of monetary policy
3 min
Fed cut likely in September—but is it driven by data, or politics? Markets brace for the signal.
By
Seema Shah
July CPI report: Tariffs coming in slow but steady
2 min
July CPI steady at 2.7% as core inflation rises; tariff impacts modest but likely to build ahead.
By
Christian Floro, CFA, CMT, and Magdalena Ocampo