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Discover timely analysis that reveals opportunities, highlights risks, and offers distinctive viewpoints.

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.

Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
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Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
Weekly insights in your inbox
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Market insights
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 2026
Real estate & private markets
2026 Mid-year Inside Real Estate outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery remains intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
June 16, 2026
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 2026
Real estate & private markets
2026 Mid-year Inside Real Estate outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery remains intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
June 16, 2026
Explore recent insights
Articles Events & replays
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Publications
Author
Results 61 - 70 of 224
Macro views
U.S. tariffs: Struck down by the Supreme Court
Supreme Court ruling resets tariffs, but trade policy uncertainty persists for markets.
February 26, 2026
Macro views
Geopolitics in the age of AI
How geopolitical tensions and the AI race could reshape markets and portfolio risk in 2026.
February 25, 2026
Macro views Quick takes
AI’s mixed impact on the labor market
AI’s labor market impact job disruption risks emerging opportunities and policy responses
February 20, 2026
Macro views
AI’s impact on jobs: Opportunities and challenges
AI is reshaping jobs, productivity, and growth, creating new opportunities and risks.
February 16, 2026
Macro views
January CPI report: Unusually cooler than normal
January CPI cools to 2.4%, easing market fears and keeping Fed rate cuts on hold for now near term.
February 13, 2026
Macro views
January jobs report: A strong rebound after a soft 2025 labor market
January jobs data shows a firmer labor market and a broad rebound in hiring.
February 12, 2026
Macro views Quick takes
February ECB meeting: An agile approach to policy
ECB holds rates steady as growth stays resilient and inflation remains on track toward target.
February 5, 2026
Macro views
2026 Private Infrastructure Outlook
Explore what’s ahead in our 2026 Private Infrastructure outlook and how investors can position for the year ahead.
February 2, 2026
Macro views
Federal Reserve Chair Nomination: Kevin Warsh
Warsh’s Fed nomination and its impact on policy, markets, and the outlook for 2026.
February 2, 2026
Macro views Quick takes
A blockbuster, but skewed, tax refund season
Tax refunds provide a brief consumer lift as affordability strains widen across households.
January 30, 2026
Result type
Results 61 - 70 of 224
Supreme Court ruling resets tariffs, but trade policy uncertainty persists for markets.
February 26, 2026
How geopolitical tensions and the AI race could reshape markets and portfolio risk in 2026.
February 25, 2026
AI’s labor market impact job disruption risks emerging opportunities and policy responses
February 20, 2026
AI is reshaping jobs, productivity, and growth, creating new opportunities and risks.
February 16, 2026
January CPI cools to 2.4%, easing market fears and keeping Fed rate cuts on hold for now near term.
February 13, 2026
January jobs data shows a firmer labor market and a broad rebound in hiring.
February 12, 2026
ECB holds rates steady as growth stays resilient and inflation remains on track toward target.
February 5, 2026
Explore what’s ahead in our 2026 Private Infrastructure outlook and how investors can position for the year ahead.
February 2, 2026
Warsh’s Fed nomination and its impact on policy, markets, and the outlook for 2026.
February 2, 2026
Tax refunds provide a brief consumer lift as affordability strains widen across households.
January 30, 2026