December 10, 2018 Less Favorable Growth-Inflation Mix in 2019 by Darren Williams As we get ready to move into 2019, the macro backdrop points to a less favorable mix of growth and inflation at a time when central bank balance sheets are starting to shrink. Even if growth is simply returning to trend, the year ahead is likely to be more challenging—with populism and China looming as key downside risks. AB IQ Likes 0 SHARE Bookmarks
December 06, 2018 The Markets Are Volatile. The Fed Can Live With That. by Eric Winograd A rapid rise in US interest rates has put financial markets on the defensive lately. Will the Federal Reserve respond by slowing the pace of its tightening campaign? Don’t bet on it. AB IQ Likes 0 SHARE Bookmarks
December 06, 2018 Populism: Get Used to It by Darren Williams Rising populism, slower growth and reduced liquidity top the list of downside risks to reckon with in 2019. That adds up to volatility in markets and more challenges for investors. AB IQ Likes 0 SHARE Bookmarks