Portfolio Manager Tracy Chen recently spoke on the potential impact of the Russia-Ukraine war on inflation, including the likelihood of near-term stagflation, as well as further disruptions to global supply chains and changes in the post-WWII world order.
In this segment on Bloomberg Radio, Global Fixed Income Portfolio Manager Jack McIntyre covers a range of topics, from why we are watching all things China to why we have Brexit fatigue.
Economic Surprise Indexes have fallen for most of 2018; the biggest disappointment coming from Europe.
3.
02:28
The Global PMI composite output measure has rebounded while the Global PMI for manufacturing activity is still declining.
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02:54
One OECD Leading Economic Indicator for OECD economies and the 6 major NME's has turned higher; the other is stabilizing.
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03:05
The OECD LEI for China has turned decisively higher this year after declining most of last year.
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03:37
European GDP growth likely will stabilize somewhere slightly below 2% based on the trend in money growth.
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03:58
Growth in the aggregate balance sheet of the world's major central banks is slowing but still positive.
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04:17
The Fed Funds rate is already close to central bank's estimates of the "neutral" rate. It will be mindful of raising rates and shrinking the balance sheet from here forward.
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04:54
China has ended the regulatory review which weighed on infrastructure spending. The focus has shifted to stabilizing the economy.
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06:41
The Global PMI for manufacturing new export orders is beginning to bottom out.
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08:09
Second quarter turbulence drove risk premiums in some EM fixed income markets to recession levels.
We have firmly believed that growth would pick up outside the U.S. As that growth differential changes, Steve Smith explains where the U.S. is in the business cycle in our final segment of the synchronized global growth series.
In the next installment of his series on global economic growth, Steve Smith points to several key data points that make the world economy look "picture perfect."
As we grow closer to the second half of 2018, Portfolio Manager Jack McIntyre explains why we remain constructive on local-currency emerging market debt. In this short video, he outlines the asset class’s four pillars of support as well as three risk factors.
Managing Director and Portfolio Manager Steve Smith shares his thoughts on why the global economy is in the midst of a self-sustaining advance, a leading factor in why the International Monetary Fund finally got its forecast right.
Portfolio Manager Jack McIntyre joins Bloomberg Radio to cover a number of topics, from President Donald Trump’s trade policy and negotiation tactics to the U.S. dollar, and shares his outlook on China.
In this video, Global Fixed Income Portfolio Manager Jack McIntyre points to several economic indicators to explain why global growth should extend into 2018.
Richard Lawrence draws upon major central bank policymaking to explain the two levels of our systematic and disciplined research process, which examine macroeconomic events in their purest form in order to develop our thematic view of the global economy.
Brian Giuliano, CFA, explains how the current macroeconomic environment offers a significant contrast to previous monetary tightening cycles, including the Taper Tantrum of 2013, and why the global response may be different this time.
Richard Lawrence and Brian Giuliano, CFA, from our Global Fixed Income Portfolio Management team provide several examples on why the pillars supporting a lofty U.S. dollar may be eroding, potentially creating a good tailwind for global bond investors.
Managing Director and Portfolio Manager Steve Smith shares his thoughts on which country is leading the pack in terms of European growth, and reviews other positive economic indicators for the region.
Jack McIntyre takes a look at household net worth and core personal consumption expenditures (PCE) prices to determine whether the Federal Reserve is concerned with asset price inflation.
Global Fixed Income portfolio manager shares his thoughts on the U.S. dollar and Treasuries, and the team's outlook heading into the second half of the year.
