Our assessment of the Turkish lira (TRY) has substantially changed in a short period of time....
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Macro
Our total equity exposure is currently a bit above our long-term expected average, reflecting...
We recently updated our Asia Game Theater—which helps guide our understanding of security and trade-related issues within the region—to reflect the change in the United States presidency.
Grappling With Gridlock: U.S. Election Update
October 30, 2020As we approach Election Day in the United States, polls and betting markets have seen some...
Rates will likely remain lower for longer, as explained in “Rates: Lower for Longer.” And we...
As we near the end of our “Adventures on the Planet of the Apes” blog series, we are in...
At some point, ever-lower rates will fail to stimulate the economy, and the current monetary...
We can observe a history of different monetary regimes that all eventually died, as we...
We will likely see low and even negative rates until the current era of inflation targeting...
As a follow-up to our previous post in this series, “Nothing Natural About Low Rates,” we see...
As discussed in “Navigating the Low-Rate Environment,” artificially low rates are causing...
As the markets continue to look for something on which to focus, I believe it is a good time to...