Thoughts on the Market

The scientific race toward quantum communication is already underway. A look at why the global space economy will be critical to its development.

Gold is sometimes perceived by investors as a good hedge against inflation, however its track record in this capacity is worth a closer look.

We dive into what’s ahead amid competing news headlines on the improving pace of vaccinations and worries over new variants.

Michael Zezas, Head of U.S. Public Policy Research and Matthew Hornbach, Global Head of Macro Strategy, discuss the impact of stimulus and inflation on fixed income markets.

If you’re not familiar with the concept of a high-pressure economy, now might be a good time to get acquainted. A new forecast for the U.S. economy.

Historically speaking, as goes January, so goes the year. Here’s why higher volatility and dispersion of returns between sectors and stocks may define 2021.

10-yr bond yields could rise by about 0.5% in 2021, but the potentially record amount of government bond issuance may not be the driver.

Two big stories are underway in oil and energy markets: changing supply and demand factors amid COVID-19 vaccinations and the impact of ESG considerations. We dive into both.

Republicans and Democrats are still far apart on the shape of a new fiscal stimulus bill, but that doesn’t mean a pathway to passage isn’t emerging.

What Asia tech trends should investors be watching in the year ahead? Shawn Kim, Head of Asia Technology Research, shares five key themes for 2021.